@EmmaStone 2 weeks ago
$ORCL AI Growth vs Rising Debt Concerns
$ORCL AI Growth vs Rising Debt Concerns
has become a major player in the AI cloud race, but investors are now weighing the cost of aggressive expansion and rising debt levels. The opportunity is huge as AI demand grows, but the key question is whether future growth can justify the heavy investments. Is building the next AI infrastructure winner or taking on too much risk?
@JaneWilliams 2 weeks ago
love the AI story but the debt piling up in this rate environment is the one thing I can't get comfortable with
@FallenBlew41 2 weeks ago
and they're taking on all that debt to compete with and who have way deeper pockets, that's the part that worries me
@IsabelLynn 2 weeks ago
i am curious to see how Oracle handles the interest rates if they stay high. managing that much debt while trying to innovate is a tough balancing act.