SAP WKN: 716460 ISIN: DE0007164600 Forum: Aktien Thema: Hauptdiskussion

Oracle’s (ORCL) AI Spending Spree Pushes Its Credit Rating Near Junk Vince Condarcuri Jul 16, 2026, 06:46 PM Oracle’s AI Spending Spree Pushes Its Credit Rating Near Junk Oracle is spending so heavily on AI data centers that its credit rating is now just one step above junk. S&P Global Ratings ecently cut Oracle to BBB-, while Moody’s still has a negative outlook. The worry is that Oracle is trying to fund a massive $250 billion expansion while burning cash faster than the revenue it can generate. In fact, over the last four quarters, Oracle burned through more than $20 billion after capital spending. S&P also expects the pressure to get worse, and estimates that Oracle’s free cash flow deficit could reach $42 billion in the coming fiscal year. The real problem is timing. Oracle has a huge $638 billion backlog, but much of that revenue will take years to be recognized. As a result, the company still has to spend the cash upfront to build the data centers. That puts Oracle in a weaker position than some of its biggest AI rivals. For example, Alphabet and Meta Platforms generate enough cash to fund much of their own expansions. However, Oracle has less room for error, which could make it harder to keep spending at the same pace during an economic slowdown. The Bond Market Is Worried Therefore, the bond market is getting worried. Indeed, Oracle’s 10-year bonds recently yielded about 6.4%, which is much closer to lower-rated BB debt than normal BBB bonds. Higher yields mean that Oracle must pay more to borrow, thereby making its AI buildout even more expensive. Nevertheless, management says that protecting the firm’s investment-grade rating remains its top capital priority. Oracle is looking at different ways to reduce pressure, which include asking some customers to pay early for expensive data center parts. The company also plans to raise about $40 billion through debt and stock sales this fiscal year.

Jeder wählt seine eigene Piste aus und sollte halbwegs wissen wie man sie fährt

https://www.tipranks.com/news/oracles-orcl-ai-spending-spree-pushes-its-credit-rating-near-junk?mod=mw_quote_news

140 €. Hoffentlich geht’s den beiden Skifahrern ⛷️ gut. So viel Optimismus heute im Chart muss schwer zu verkraften sein.

Europäische!

Die computer

Da sind die 140€ wieder 👍💪

Wer kauft um diese Zeit?

Mega Ausschlag nach oben um ca. 19:20. Vorbote 💪

Und chips gehen herunter. Microsoft!

Diese Schwankungen. 16:30 Uhr ist jetzt das neue 15:30?

Gibt es Gründe? Um 15:30 wurde doch erst abverkauft

Software zieht an

Was gibt es gerade für Impulse?

Die Zahlen werden sicherlich wieder top sein, aber die Zocker lassen SAP dennoch zunächst hiernach dippen bevor dann wieder der Kopf richtig eingeschaltet wird von einigen Investoren die SAP zum Schleuderpreis auf den Markt werfen...ein Unternehmen was solche Gewinne liefert nicht bei solchen Kursen zu kaufen ist aus meiner Sicht mehr als töricht ... Q2-Erwartungen (23. Juli) ==================== Kennzahl | Q2 '26e | Trend vs. '25 ----------------------------------------------------+ Umsatz | 9,85 Mrd€ | +9,1% Gewinn/Aktie | 1,76 € | +20,5% ====================