为什么,为什么,为什么现在大家都在谈论 Cororee 和 Oracle 的债务?
Why why is um why why why are people talking about Cororee and Oracle's debt right now?
看看 Oracle。看看该死的 ORC。这正在变成——我待会儿会再回来说 Oracle。Oracle 正在逼近垃圾债级别,这非常重大。
Look at Oracle. Look at freaking ORC. >> This is becoming I'm going to I'm going to come back to Oc. Oracle is reaching junk bond status and that's huge.
Oracle,对吧?你之前提到过 Oracle。这就是正在发生的事。这次大手笔支出的规模在6月曝光,当时 Oracle 截至2026年5月的财年业绩显示其自由现金流为负。其大部分收入都花在了资本支出上,而且它签下了大约2600亿美元的数据中心租约。
这篇文章的标题是《Oracle 豪赌高评级、评级赌博与 AI 战略》。它正处于垃圾级信用评级的边缘。
Oracle, right? This is you mentioned Oracle earlier. This is what's going on. The extent of the splurge came into light in June when Oracle's results for the first fiscal year for the fiscal year ending in May 2026 showed its free cash flows were negative.
The bulk of its revenue was spent on capital expenditure and it had it signed roughly $260 billion of data center leases. And the title of this is Oracle goes for high stakes ratings, gamble, and AI strategy. It's on the cusp of junk grade credit rating.