S&P downgrades Oracle to BBB- – only one notch above junk level

S&P Global has downgraded Oracle's rating due to massive AI investments. The company is now only one notch away from the ...
Seeking Alpha

Oracle: It's About To Get Worse And I Doubt It'll Get Better

Oracle says much of the Q3/Q4 RPO increase came from large AI contracts where customers either prepaid Oracle for GPUs or supplied GPUs themselves, and the prepaid plus customer-supplied hardware ...