{"id":875521,"date":"2026-10-08T20:26:08","date_gmt":"2026-10-08T20:26:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/875521\/"},"modified":"2026-10-08T20:26:08","modified_gmt":"2026-10-08T20:26:08","slug":"oracle-stock-falls-on-more-debt-to-fund-ai-chip-buying-openai-revenue-disclosure","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/875521\/","title":{"rendered":"Oracle stock falls on more debt to fund AI chip buying, OpenAI revenue disclosure"},"content":{"rendered":"\n

Oracle (ORCL<\/a>) stock fell on Thursday following a Wall Street Journal report<\/a> detailing how the enterprise cloud provider and other tech companies are preparing to tap debt markets to fund the ongoing AI infrastructure build-out. <\/p>\n

Oracle is reportedly in talks with Apollo (APO<\/a>) and Goldman Sachs (GS<\/a>) to arrange financing and wants a deal done as soon as this year. The deal would likely have investors fund a separate company that buys the chips, which Oracle would lease over time to avoid borrowing more money itself. (Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.) <\/p>\n

Broadcom (AVGO<\/a>) and SpaceX (SPCX<\/a>) were also mentioned by WSJ as pursuing similar deals. <\/p>\n

135.69 -7.87 (-5.48%) <\/p>\n

At close: 4:04:23 PM EDT <\/p>\n

ORCL AVGO SPCX <\/p>\n

Oracle stock is down nearly 30% this year amid the AI infrastructure build-out. Oracle’s capital spending hit $28.5 billion in the June-to-August quarter, up from $2.3 billion in the same quarter two years earlier. <\/p>\n

Adding further pressure, OpenAI’s (OPAI.PVT<\/a>) annualized revenue is reportedly $20 billion short of prior estimates<\/a>. OpenAI is one of Oracle’s biggest cloud customers: Oracle builds data centers<\/a> for the AI lab, and the contract backlog stood at $664 billion last quarter. <\/p>\n

\"Oracle<\/a> Oracle keeps spending on AI infrastructure. <\/p>\n

Much of that has been paid for with bonds: Oracle “has nearly doubled its long-term debt to more than $160 billion over the past two years,” Bloomberg reported Saturday<\/a>, and the company now ranks as the fifth-largest borrower in the US corporate bond market. <\/p>\n

Larry Ellison, who owns roughly 40% of Oracle, also backed Paramount’s acquisition of Warner Bros. Discovery. That company, Skydance (SKYD<\/a>), took on $52 billion<\/a> of additional debt last week. David Ellison, Larry’s son, is co-CEO of Skydance<\/a>. <\/p>\n

\"Larry<\/a> Oracle chair and chief technology officer Larry Ellison watches from the stands at the BNP Paribas Open tennis tournament Oct. 13, 2021, in Indian Wells, Calif. (AP Photo\/Mark J. Terrill, File) \u00b7 ASSOCIATED PRESS <\/p>\n

Daniel Howley contributed to this report. <\/p>\n

Internal AI tools help analyze data and draft. Editors reviewed, edited, and fact-checked this post before publication. <\/p>\n

Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/a> <\/p>\n

Read the latest financial and business news from Yahoo Finance<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"Oracle (ORCL) stock fell on Thursday following a Wall Street Journal report detailing how the enterprise cloud provider…\n","protected":false},"author":2,"featured_media":875522,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[5097,182,181,507,28,122,101,939,2993,2994,32455,2995,932,32456,20112,147,9323,1170,1666,6480,2996,2997,923,19533,3733,74,32457],"class_list":["post-875521","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-401k","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business","tag-business-news","tag-economy","tag-finance","tag-financial-information","tag-investing","tag-investment-tools","tag-investor","tag-market-news","tag-mortgage","tag-mutual-funds","tag-personal-finance","tag-quote","tag-real-estate","tag-retirement","tag-stock","tag-stock-research","tag-stock-valuation","tag-stocks","tag-suze-orman","tag-tax","tag-technology","tag-track-portfolio"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/875521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=875521"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/875521\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/875522"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=875521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=875521"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=875521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}