Oracle's stock fell 4% following its announcement of a $10 billion bond sale to fund AI data center expansion, raising investor worries about rising debt amid negative free cash flow. While Oracle borrows heavily, rivals like CoreWeave and Microsoft show different funding approaches, with Microsoft relying more on internal cash flow. Oracle's CEO emphasizes spreading capital needs across partners, but the market remains cautious as interest expenses rise. Upcoming bond pricing, midterm elections, and Oracle's earnings report will be key to watch for future debt impact.
Oracle shares are down 3.42% on Pluang at USD 126.21, reflecting investor caution around its debt strategy. CoreWeave is up 1.96% at USD 56.05, and Microsoft holds steady with a 0.61% gain at USD 525.10. These prices are as of Nov 02, 2026 21:12 WIB.
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