Oracle is offering $10 billion of bonds to fund its AI data center buildout, and its stock fell 4% to $125.43 in morning trading. Its latest quarterly filing showed negative free cash flow of $5.4 billion for Q1 FY2027 and interest expense up 55% to $1.4 billion. Oracle had also launched a $25 billion bond offering in February alongside a $20 billion equity distribution agreement, which it completed in Q1. Stephens upgraded Oracle to Overweight and raised its price target to $213 from $185, though the stock is down 33% year to date. Meanwhile, CoreWeave rose 2% to $55.75 despite also relying on borrowing, and Microsoft held steady at $525.74, up 9% year to date.
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OraclebondsAI investmentCoreWeave
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Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.81 |
| Change that session | -4.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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