Oracle Might Be the Riskiest AI Stock as Bubble Fears Grow

The software giant already has a mountain of debt.

Oracle debt becomes a pressure point in AI spending race

Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...

Oracle likely to ease fears by 'only' adding roughly $30B in debt, BNP says

Amid fears Oracle (ORCL) could raise $100B in debt to fund its ambitious artificial intelligence endeavors, investment firm BNP Paribas believes the number is much smaller. read for more.
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Can Oracle's Expanding Cloud Deal With AWS Fuel Long-Term Growth?

Oracle's ORCL strategic expansion of its cloud partnership with Amazon AMZN-owned Amazon Web Services (“AWS”) appears ...
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Morgan Stanley Sounds the Alarm on Oracle (ORCL) Debt Risk Surge

Technology company Oracle Corporation ($ORCL) is back in the spotlight as concerns rise in the credit market. A new report from Morgan Stanley ...