The AI market rally is driven by hyperscalers' record capital expenditures, expected to reach nearly $800 billion by FY2026, funded increasingly by debt and equity issuance. This has pushed hyperscalers' liabilities above $4 trillion, raising financial risks. Key AI players like Anthropic and OpenAI are expanding compute capacity despite being unprofitable and facing margin pressure from falling token prices and rising compute costs. Risks to the AI bubble include Anthropic's delayed IPO, Oracle's debt downgrade, and a potential slowdown in AI-related spending growth.
Concerns about potential threats to the AI bubble, such as Oracle's debt downgrade, coincide with Oracle Corporation trading at USD 135.99 on Pluang as of Oct 13, 2026 19:12 WIB. The stock shows a 1-day decline of 1.02% and a market cap of $416.50 billion. Pluang users currently lean toward selling, with 65% of order activity on Oracle shares.
Oracle reported a 30% revenue increase last quarter, fueled by a 60% rise in cloud revenue, signaling strong business momentum. However, the company faces challenges including declining gross margins and higher interest expenses, which are pressuring...
Oracle board member Stephen Rusckowski purchased $3.48 million worth of shares as the stock trades nearly 60% below its peak. This insider buying contrasts with recent sales by other executives and signals confidence despite Oracle's stock decline. T...
Oracle's shares have dropped over 50% in the past year amid market fears and AI sector volatility, but the company has quietly built a massive $664 billion backlog of signed contracts, including $30 billion in new AI deals in Q1. Cloud revenue surged...
Oracle and Broadcom have taken different approaches to financing their AI chip expansions. Oracle borrows heavily and sells stock to build its own GPU data centers, resulting in large capital expenditures and negative free cash flow, raising concerns...
Oracle is trucking compressed natural gas to power its AI data centers due to delays in pipeline construction and permits. This costly workaround helps Oracle meet fixed delivery dates on AI capacity contracts, avoiding penalties despite fuel costs b...
