This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database and AI cloud provider, faces a tougher market for funding its AI buildout. Shares fell nearly 7% to $134.605 at 10.28am ET time on Thursday morning. Investors want cloud growth, but they are watching what it costs Oracle to deliver it. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart The gap is getting harder to ignore. Reuters reported that AI related issuers' bonds traded about 115 basis points above benchmarks, versus 78 basis points for the broader investment grade market. That 37 basis point difference is a market average, not Oracle's borrowing rate.
We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.