Banks choke on $38 billion Oracle data center debt and dump it at discounts, single borrower risk screams 2008 single-name CDOs all over again
JPMorgan and Morgan Stanley spent six months begging buyers for AI construction loans.
oracle
Iran hits Oracle and Amazon infrastructure while oil explodes 11% to $111 and U.S. weighs seizing “1,000 pounds of highly enriched uranium” with ground forces
Iran just hit an Oracle data center in Dubai and people are still talking about this like it’s a normal retaliation cycle. That doesn’t line up. The IRGC attack on Oracle’s data center in Dubai is not some symbolic target. That is core infrastructure sitting in one of the most important hubs in the region. …
Oracle data center in Dubai hit by attack.
Additional attacks on Thursday included attacks on a US diplomatic facility near Baghdad Airport and an Amazon cloud computing center in Bahrain. Iran’s Islamic Revolutionary Guard Corps (IRGC) attacked Oracle’s data center in Dubai on Thursday, according to state media. Also on Thursday, two drones targeted a US diplomatic facility near Baghdad Airport in Iraq, …
If you’re at Oracle, heads up. This feels like the start of major restructuring.
Tech Layoff Tracker @TechLayoffLover I am hearing from multiple sources inside Oracle that the company is planning thousands of job cuts. Potentially 20,000 to 30,000 roles across the board. This is to free up $8-10 billion in cash flow. All to fund massive AI data center expansion. US banks are pulling back from financing. Borrowing …
SoftBank just missed Wall Street Net Income estimates by 70%. Meta hides $27 billion in AI debt off the books. Oracle piles on $38 billion more through shadow financing. ‘The AI hype will die.’
SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/615qtOBOAZ pic.twitter.com/KlUrlbZfiM — JustDario 🏊♂️ (@DarioCpx) February 12, 2026 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They’re using something called conduit financing, where a special purpose vehicle borrows the money, builds the …
Oracle Unleashes Major Private Credit Selloff
They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet’s nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn’t just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows. Looks like they figured …
A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater. “Never Seen Risk Like This Before In My Career”, Ed Dowd Warns
Oracle's free cash flows isn't expected to go positive again until 2030 https://t.co/WCAPamfTiz pic.twitter.com/H9X5qJw8H7 — Joe Weisenthal (@TheStalwart) February 2, 2026 A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater https://t.co/UBt8H4OO8W — zerohedge (@zerohedge) February 2, 2026 Just over a month ago, on Dec 17, alongside the news …
Oracle and OpenAI want $500B for data centers. Wall Street just started blinking
We’ve said this for how long? “Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch” “Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence… https://t.co/WbGD3j8UTO pic.twitter.com/IVkaC5OZCB — kristen shaughnessy (@kshaughnessy2) January 24, 2026 …
Morgan Stanley sees hundreds of gigawatt hours of battery demand from data centers by 2030; Tesla, Amazon, Oracle to invest in Bolivia data centers
Morgan Stanley: “We note that battery storage could experience significantly greater demand than we currently forecast stemming from the data center opportunity. DC developers have increasingly expressed a desire to use BESS in a variety of applications from backup, load following to getting online with the grid quicker. In its most recent earnings call, FLNC …
Can Oracle sustain its AI ambitions with $108 billion in debt and lenders running scared?
Oracle was planning to build a massive $10 billion AI data center in Michigan with OpenAI as part of their Stargate. initiative. But Blue Owl Capital, the investment firm financing it, just walked away from the deal. The reason? Oracle’s debt has exploded to $108 billion and lenders are getting nervous about whether the company …
The AI boom just hit a physical limit, and Oracle is where the stress finally cracked. Gamma squeeze attempt on SoftBank stalls when real selling hits… This makes me want to 100x max long oil stocks
THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …
Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …
Oracle fails to stoke AI trade
Stock futures are little changed Wednesday night after the Federal Reserve’s latest interest cut sparked a boost in U.S. equity markets. Futures tied to the Dow Jones Industrial Average added 40 points, or 0.1%. S&P futures slipped about 0.2%, while Nasdaq 100 futures fell nearly 3%. In after-hours trading, Oracle shares tumbled 11% after the …
Google, Amazon, Meta, Microsoft, and Oracle issued $88B in debt in the last 3 months, topping the $66B from the prior 3 years.
Amazon joins Big Tech bond rush with $12bn debt sale Ecommerce group’s first US bond in three years comes as it cranks up spending on artificial intelligence infrastructure Amazon is seeking to raise $12bn in its first US bond sale in three years, becoming the latest big tech group to turn to debt markets to …
Credit traders doubt Nvidia’s story and Oracle CDS keeps rising. Commodities are getting slammed. Not a good sign. Happens only in recessionary fear
Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting slammed. Not a good sign. Happens only in recessionary fear pic.twitter.com/FA0YdNLGy8 — optionGeek (@StockShark16) November …
Oracle and CoreWeave CDS up 30% in a month, credit markets now betting against the AI boom. Imagine if Oracle went poof ala Enron style?
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton of heavy, upfront “capex” spending by these companies. Not only that, but these hyperscalers are …
Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. J.P. Morgan calls out AI spend.
JUST IN: Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. byu/TonyLiberty inFluentInFinance J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere 10% return on AI buildout — equivalent to $35 payment from every iPhone user, or …
AMD, Intel, OpenAI, Oracle: billions of deals, but every dollar loops back to Nvidia.
The AI hardware market looks competitive, but it isn’t. Nvidia is quietly running the entire game. What seems like a patchwork of chipmakers and cloud providers is really one company controlling the flow of money, production, and deployment. Nvidia invests in OpenAI, which buys chips from AMD. Oracle sells cloud infrastructure powered by Nvidia, and …
AI money loop inflates tech markets, Nvidia, OpenAI, and Oracle create massive capital circulation that could trigger historic collapse
The AI money loop is creating a surge in valuations that feels unstoppable, but it hides enormous risk. Nvidia’s investments into OpenAI, Oracle’s GPU purchases, and OpenAI’s massive capacity orders keep pumping cash around in a cycle that inflates stock prices far faster than real-world growth. Each transaction looks like progress, but the system depends …
Larry Ellison becomes richest man after Oracle reports $455 billion backlog, Oracle stock jumps 30 percent in a single day
Larry Ellison climbed past Elon Musk because he forced the market to pay attention to what no one had expected. Oracle reported $455 billion in unfulfilled contracts, more than double what analysts predicted. Investors didn’t pause. They poured money into the stock before checking the numbers. Oracle’s shares jumped 30 percent in a single day, …
The Trump administration is negotiating a deal that would see Oracle, $ORCL, take over TikTok alongside new U.S. investors, per NPR
BREAKING: The Trump administration is negotiating a deal that would see Oracle, $ORCL, take over TikTok alongside new U.S. investors, per NPR — unusual_whales (@unusual_whales) January 25, 2025 The Trump administration is currently negotiating a deal that would allow Oracle, along with new U.S. investors, to take over TikTok. This move comes after lawmakers passed …
Michael Burry updates portfolio, closes $47 million semiconductor bet, shifts focus to Alibaba, JD, HCA, Oracle holdings.
BREAKING: Michael Burry has updated his portfolio. He has closed his $47 million bet against semiconductors, $SOXX. Holdings now:1. Alibaba, $BABA: 6.15%2. JD, $JD: 6.11%3. HCA Healthcare, $HCA: 5.72% 4. Oracle, $ORCL: 5.57% — unusual_whales (@unusual_whales) February 14, 2024 h/t DesmondMilesDant