Part of The AI Chip Bubble · 12 stories · since Oct 14 · newest 4d ago
Oracle moves to raise $20 billion in stock and bonds to fund AI buildoutOracle's existing long-dated bonds slide on new supply
4 Nov 2 10:00 AM · 6d ago · 3 articles · 1 source · development 4 of 4
Oracle's existing 6.85% bonds due 2066 fell more than 1.2 cents on the dollar according to Tradeweb data, reflecting investor reaction to the fresh debt issuance.
Oracle Software and cloud company raising capitalHilary Maxson Oracle CFOOpenAI Major Oracle cloud customer
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What was reported 1 claim about this development
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first by Investing.com News, 6d ago · also BNN Bloomberg, Yahoo! Finance Canada, Proactive, International Business Times UK, Reuters, Channel News Asia
3 more headlines
- Oracle taps investors for US$20B to finance AI expansion BNN Bloomberg · 5d ago
- Oracle taps investors for $20B as AI spending mounts Yahoo! Finance Canada · 5d ago
- Oracle Stock Under Pressure From Existing $125B Debt as AI Expansion Demands Another $20B International Business Times UK · 5d ago
What people said 19 voices · verbatim
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Oracle submitted filings Monday revealing the company is selling $20 billion of debt and equity to raise money for its artificial intelligence investments.
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$ORCL down ~9% to $119 after filing to raise $20B ($10B stock, $10B bonds) for AI Risk Reversal Skew just jumped to +0.03, its highest since at least April. Traders are paying up for puts
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Oracle does not have any proprietary IP that OpenAI depends on. That means Oracle is providing commodity services to OpenAI.AI hardware is advancing rapidly. If NVIDIA's next generations deliver radically more tokens per watt and per dollar, an Oracle facility designed, financed, and contracted around an older GPU generation can be overtaken…
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https://www. forbes.com/sites/antoniopequen oiv/2026/11/02/larry-ellisons-net-worth-falls-11-billion-as-oracle-shares-plummet-to-four-month-low/
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🚨 Oracle stock drops more than 5% after the company files to raise $20 billion. The plan splits evenly: $10 billion in new shares and $10 billion in bonds to fund its AI and cloud infrastructure expansion. Investors sold off on concerns over share dilution, rising debt levels,
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Things I hope for:- Oracle defaulting on its debt commitments.- Anti trust action into Skydance forcing a breakup.- Larry forced to cover the difference by selling family silver.- Lanai going back into the hands of the people of Hawaii.Just for the laughs and for forcing me to bear with some of the worst applications of all time.
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A company that is purely in Denial, even doubling down at the risk of toppling the whole financial system should be placed under the financial equivalent of arrest and its leadership actually arrested. They're obviously playing with fire and it's alarming that no one's in the administration is batting an eye.
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at the start of the pandemic when employees were confused and worried about their families larry emailed his entire company informing them that due to everything going on he was going to permanently move to his private island and "make it a better place with the locals" dude is scum and a colonizer at heart.
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Oracle's core business is healthy as fuck. It can't default. It could get into a long period of low R&D since all profits would be directed to serve their debt and that could hurt their product line, but they'd definitely can't just vanish into thin air.
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Unfortunately, what will really happen is that they will receive a massive bailout from Main Street. Just like in 2008 for the banks.The impact of AI hype failing at this point has become too big to fail in the eyes of "rugged" American capitalism.
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Surely Lawrence Ellison can afford $20B? Hasn't he spent that much lobbying politicians, buying media companies, acting as an unregistered agent of a foreign entity? Or he could liquidate his superyacht collection?
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Previously, I thought investing in AI companies would be a good hedge against AI taking my job, but I hadn't considered the possibility that they fund the build out by issuing shares. Is there no reprieve?
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Friends who worked at a telecom were told directly by Oracle salespeople that they were all-in on AI and that the software for telecoms that Oracle owns was being put into maintenance or sunset mode.
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> - Lanai going back into the hands of the people of Hawaii.Lol, it's 2026: it'll just go to some other billionaire. Probably Marc Benioff. I heard he likes owning Hawaii.
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Half of that would be in stocks, resulting in 2.5% dilution for shareholders at the current market cap. But the stock is down 8%.
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Lanai was passed between private owners for well over a century. it was never in the hands of "the people"
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I hope nothing but the worst for Oracle as a corporation...though nothing against the technical talent there.
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Oracle begging couldn’t happen to a nicer company, the only thing that can be said is bubble, bubble bubble…
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I have often wonder, if Oracle is interested in selling ownership of mySQL, dtrace, Solaris and ZFS.
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