Oracle 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.
發表於 2025-12-10 20:33:13
收藏
樓主