Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

Why Oracle’s stock — and its bonds — can’t shake off AI spending fearsListen(5 min)Listen(5 min)Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse.The company’s standing in the equity and credit markets has taken a hit. Shares of Oracle ORCL have dropped 15% since Wednesday’s close, including a 4% drop in Monday trading. All the while, Oracle’s five-year credit-default swaps (CDS) —a key indicator of credit risk — have been surging.About the AuthorChristine Ji is a reporter covering Big Tech.Copyright © 2025 MarketWatch, Inc. All rights reserved.