甲骨文即將公佈財報
https://finance.yahoo.com/news/oracle-set-to-report-earnings-as-wall-street-looks-for-cracks-in-the-ai-bubble-200454831.htmlOracle stock peaked this fall as Wall Street applauded the company's massive, AI-fueled RPO, or remaining performance obligations — a measure of future revenue from customer contracts — which jumped roughly 360% to $455 billion in the first quarter, driven by a $300 billion deal with OpenAI (OPAI.PVT). Oracle had around $105 billion in total debt as of last quarter, issuing nearly $25.8 billion in corporate bonds this year alone as its investments in AI have soared. Oracle's debt is perceived as riskier than that of its peers, with a BBB rating on its bonds, compared with Meta's (META) and Amazon's (AMZN) AA- and Alphabet's (GOOGL) AA, according to Bloomberg composite ratings from major credit agencies.
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