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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 393.24+1.1%Dec 11 4:00 PM EST

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To: TobagoJack who wrote (218399)12/12/2025 5:55:07 PM
From: Box-By-The-Riviera™1 Recommendation

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marcher

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from investment grade to JUNK. Good chance larry has busted a life time of work into a future pile of rubble. me thinks his ego finally got the best of him.

For Oracle, it’s likely bad enough being the mixed metaphor canary in the AI bubble coal mine. But on Friday, the beleaguered Silicon Vally giant found a new way to suffer.

Shares of Larry Ellison’s company have plunged by more than 30% since Sept. 10, when they hit an all-time high based on enthusiasm for growth in its cloud business. These days, Oracle and other AI companies are facing skepticism due to heavy capital expenditures and the circular nature of some of their arrangements.


Now, Oracle’s new investment-grade notes are trading like junk bonds. Delays on the completion dates for some of its data centers have added to fears about any future profits from its AI outlays. Some facilities it’s developing for OpenAI were pushed back to 2028 due to labor and material shortages.

Paper losses for investors who bought the $18 billion of high-grade notes Oracle sold in September now total about $1.35 billion, according to a Bloomberg News analysis. Meanwhile, the cost of protecting Oracle’s debt against default rose as much as 14.4 basis points on Friday to 151.3 basis points. The measure is poised to finish at its highest level since 2009 for a second-straight session. David E. Rovella

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