Market overreacted! French Paris Bank supports Oracle (ORCL.US): AI infrastructure does not need to issue an additional $100 billion in debt.

date
03/12/2025
Wise Finance APP learned that with the ongoing artificial intelligence (AI) investment boom, the market had previously been concerned that Oracle (ORCL.US) would issue up to $100 billion in debt to fund its AI ambitions. Concerns about Oracle's debt situation have driven its five-year credit default swap (CDS) to its highest level in three years. However, BNP Paribas believes that the actual amount of debt issued by Oracle will be far less than $100 billion.