Oracle's stock fell nearly 9% following a sharp selloff in CoreWeave's bonds, which raised fears about the cost of debt financing for AI infrastructure. Oracle has a massive $664 billion backlog tied to AI cloud capacity, but rising borrowing costs and negative free cash flow have investors worried about its ability to fund growth. Despite strong revenue growth and analyst optimism with an average price target implying 82% upside, the market is pricing in risks from tighter credit conditions and customer demand uncertainty. The stock may face further pressure if AI-linked credit spreads widen or major customers reduce orders.
Oracle's stock is up 2.26% at USD 133.49 on Pluang as of Oct 15, 2026 22:21 WIB, despite the recent selloff fears linked to CoreWeave's bonds. CoreWeave shares are down 2.77% at USD 63.96, showing some market caution around the AI infrastructure sector. Pluang order activity shows a balanced interest in Oracle with 53% buying and 47% selling, while CoreWeave has a stronger buy sentiment at 70%.
Bloom Energy shares fell even after Oracle named it the primary power source for a large AI campus, reflecting concerns over the stock's high valuation and market volatility. The company’s shares have surged 142.5% year-to-date, but trade at very hig...
Shares of CoreWeave dropped 16% and its bond yields surged as investors grew concerned about heavy borrowing by tech firms for AI projects. The yield on CoreWeave's 2032 bond hit nearly 15%, signaling increased risk perception. Other tech companies l...
Mizuho reaffirmed its $320 price target and 'Outperform' rating for Oracle stock, highlighting a potential 123.46% upside from the current $143.20 price. The firm remains positive despite regulatory and infrastructure challenges with Oracle's Project...
CoreWeave's stock fell 10% following a spike in its unsecured bond yields to 15%, signaling increased borrowing costs and credit risk concerns. The company finances its AI chip capacity largely through debt secured by the chips and customer contracts...
Oracle Health, a provider of cloud-based health record systems, suffered a data breach compromising personal and medical information, including names, social security numbers, medical records, and payment details. Multiple hospitals across the U.S. w...
