Oracle a ‘Show Me Story’ on Big AI Debt Bet, JPMorgan Says
The Oracle offices in Redwood City, California.
Photographer: David Paul Morris/BloombergOracle Corp.’s aggressive artificial intelligence spending plan has put the cloud computing giant’s corporate bonds under a harsh spotlight as Wall Street searches for cracks in the AI boom.
JPMorgan Chase & Co. credit analyst Erica Spear expects pressures on the company’s bonds will persist in the new year.