Oracle told bondholders it needed a little money. Bond market relaxed. Then Oracle came back asking for $38 BILLION.
Now investors are suing, bond values dropped, and shares slid nearly 5%. In AI, surprise debt isn’t bullish.
They bought $18 billion in bonds, then watched their value drop when Oracle came back for way more money, triggering fears of higher debt and higher risk.
In AI, it’s not just about smart chips, it’s about honest balance sheets.
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