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<p>Amid yesterday’s semiconductor decline and NVIDIA’s downgrade, the most significant impact may have come from Oracle’s plan to raise $20 billion through bonds and equity.  

I reviewed Oracle’s SEC filings out of concern over bond interest rates—found to be between 7.00% and 8.65% annually, which is high.  

This may have raised alarms: “Must companies buying AI infrastructure really pay such high rates to sustain their investments?”  

Semiconductor demand is explosive, but the sustainability of these investments is now the key focus 👀  

Source: See reply  
$ORCL</p>

Amid yesterday’s semiconductor decline and NVIDIA’s downgrade, the most significant impact may have come from Oracle’s plan to raise $20 billion through bonds and equity.  
I reviewed Oracle’s SEC filings out of concern over bond interest rates—found to be between 7.00% and 8.65% annually, which is high.  
This may have raised alarms: “Must companies buying AI infrastructure really pay such high rates to sustain their investments?”  
Semiconductor demand is explosive, but the sustainability of t

Amid yesterday’s semiconductor decline and NVIDIA’s downgrade, the most significant impact may have come from Oracle’s plan to raise $20 billion through bonds and equity. I reviewed Oracle’s SEC filings out of concern over bond interest rates—found to be between 7.00% and 8.65% annually, which is high. This may have raised alarms: “Must companies buying AI infrastructure really pay such high rates to sustain their investments?” Semiconductor demand is explosive, but the sustainability of these investments is now the key focus 👀 Source: See reply $ORCL

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