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

来源: RomaVacation 于 2026-02-02 23:31:00 [] [旧帖] [给我悄悄话] 阅读数 : (1872 bytes)
本帖于 2026-02-03 01:16:37 时间, 由普通用户 RomaVacation 编辑

 

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?

 

所有跟帖： 

• Their interest rate is about 6.8%. ORCL is -QQQ2074- ♂ 给 QQQ2074 发送悄悄话 (66 bytes) () 02/03/2026 postreply 00:13:10

• 2023-2025 Fitch corp rating BBB (lowest before junk rating -RomaVacation- ♂ 给 RomaVacation 发送悄悄话 (285 bytes) () 02/03/2026 postreply 00:23:05

• As a comparison NVDA bonds have an interest rate about 3.6% -QQQ2074- ♂ 给 QQQ2074 发送悄悄话 (0 bytes) () 02/03/2026 postreply 00:14:22

• According to MUSK, AI centers in space will be cheaper -QQQ2074- ♂ 给 QQQ2074 发送悄悄话 (189 bytes) () 02/03/2026 postreply 00:29:49

• why does ORCL have to get openAI business? -RomaVacation- ♂ 给 RomaVacation 发送悄悄话 (533 bytes) () 02/03/2026 postreply 01:03:52

• 它家的原有生意慢慢老去。需要进入云服务这个高度竞争的市场。好不容易能拿到这个订单啊。 -桃花源里人家- ♂ 给 桃花源里人家 发送悄悄话 桃花源里人家 的博客首页 (0 bytes) () 02/03/2026 postreply 07:09:47

• 问题是为此投资太大、订单离的太远，接不上啊 -玻璃坊- ♂ 给 玻璃坊 发送悄悄话 玻璃坊 的博客首页 (0 bytes) () 02/03/2026 postreply 10:09:09

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