It costs about 4x to insure against Oracle’s credit risk as it does against a generic North American investment-grade issuer [1]. That divergence is almost entirely a product of 2026.
It's easier to pay back the loans if they don't spend the money in the first place. This sounds like they can't spend the money, so paying it back should be easy, not hard.
It costs about 4x to insure against Oracle’s credit risk as it does against a generic North American investment-grade issuer [1]. That divergence is almost entirely a product of 2026.
[1] https://www.ft.com/content/82dbd39c-f8dd-4ef1-8a80-d430a2257...
It's easier to pay back the loans if they don't spend the money in the first place. This sounds like they can't spend the money, so paying it back should be easy, not hard.
Stock price is contingent on the idea of returns from that debt being spent. If they pay it back, stock price goes down.