Key Points Oracle's rising bond yields have raised concerns about how the AI build-out will be financed moving forward. The main hyperscalers make more profits in one quarter than Oracle nets over multiple years. Consumer demand remains high for AI products and services, including for Meta Platforms' new Muse agentic AI, which is growing faster than ChatGPT did in its early days. 10 stocks we like better than Oracle › Last week, tech giant Oracle (NYSE: ORCL) made news by invoking "force majeure" in a bid to delay payment on the Project Jupiter data center campus it is developing. The financial world's response was swift. Shortly after that news broke, the tech giant's bonds traded at yields above 8%.
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