Oracle corp bond BBB rating借款利息上升是一个警示信号？银行更了解财务细节. AI 财务黑洞

 

https://timesofindia.indiatimes.com/technology/tech-news/oracle-may-lay-off-up-to-30000-employees-and-one-of-the-big-reasons-is-the-companys-commitment-to-sam-altmans-openai-for/articleshow/127835680.cms

https://stocktwits.com/news-articles/markets/equity/too-late-for-oracle-warns-michael-burry/cZbi1ggR4le

https://finance.yahoo.com/news/ai-hyperscalers-drive-higher-us-225314460.html

CDS sounds familiar lol

这是否也是为什么 AI 的‘卖铲’公司（如台积电 TSM、美光 MU、阿斯麦 ASML）近期stock表现更好，而微软 MSFT、甲骨文 ORCL、SAP 等公司却相对承压？

ORCL company bond junk rating?