Company
Oracle
- Episodes
- 40
- Share
- 4.0%
- Shows
- 32
- Net sentiment
- −0.71
Up from 2.7% of episodes in the weeks before; net sentiment was −0.67.
Bullish 1Mixed 8Neutral 6Bearish 25
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Oracle. Longest episodes first.
Bearish 25
- Debt downgraded toward high yield, a sign of stress from AI build-out financing.Anthropic S1 Leaked, ElevenLabs Hits $22B, Oura Pulls $2.2B IPO & How Midterms Will Impact AI · trading places · Oct 9
- Its bond spreads have widened notably since summer, signaling market concern about its debt.Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos · SemiAnalysis Weekly · Oct 9
- Force majeure on a New Mexico data center and Wisconsin power issues signal delivery risk.Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth · The Canadian Investor · Oct 10
- Shares fell over 5% on reports OpenAI revenue was lower than initially reported.This Is Where the Rubber Meets the Road, with Jurrien Timmer · The Compound and Friends · Oct 9
- Shares sharply lower on AI-spending doubts, with heavy put buying in the options market.The Option Block 1506: AI Bloodletting and the Ghost of Rodney Dangerfield · The Options Insider Radio Network · Oct 8
- Heavy dependence on OpenAI led to a roughly 6% drop on the revenue news.Closing Bell Overtime 10/8/26 · Closing Bell · Oct 8
Show 19 moreShow fewer
- Ives is skeptical of Oracle's heavy debt raising and cost cuts needed to fund the build-out.Closing Bell 10/7/26 · Closing Bell · Oct 7
- Cited as an early sign of data center projects facing defaults due to energy constraints.Chips, Memory, and Power | Pat Gelsinger · The a16z Show · Oct 9
- About half its backlog depends on OpenAI, so revenue slowdown would hit it.Closing Bell 10/8/26 · Closing Bell · Oct 8
- Fell sharply on the OpenAI revenue report given its exposure to OpenAI.The Rally and Rising Rate Risk 10/8/26 · Halftime Report · Oct 8
- Distress in its bonds and loans is cited as a sign of AI funding stress.10 02 2026 Jesse x Maggie · Wealthion · Oct 5
- Distress in its loans and bonds signals strain in AI-linked debt funding.Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead · Wealthion · Oct 5
- Larry Ellison's wealth and backstop tie Oracle to the deal and to OpenAI dependence.Another billionaire thinks he can fix Warner Bros. · Decoder with Nilay Patel · Oct 10
- Heavy AI infrastructure debt and investor scrutiny weigh on the stock.Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar · RiskReversal Pod · Oct 9
- Seeking large debt deals for AI chips, which worries one panelist.Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26 · CNBC's "Fast Money" · Oct 7
- Over half its backlog comes from OpenAI and it is rated one notch above junk.“Big Short” Investor Steve Eisman Isn’t Calling a Crash—But He Sees One Big Risk · In the Money with Amber Kanwar · Oct 8
- Fell with AI names as profitability concerns spread.OpenAI revenue report triggers volatile AI trade · Squawk Box Europe Express · Oct 9
- Exposed to OpenAI's $300 billion contract payments that may not be met.Anthropic AI IPO Shows $518 Billion in Non-Cancellable Deals - AI Bubble Is HUGE · Eli the Computer Guy · Oct 7
- Host questions its roughly $300 billion contract tied to OpenAI.OpenAI Annualized Revenue FAIL Cause AI Stock to Fall for NVIDIA, Oracle, CoreWeave - OpenAI is DEAD · Eli the Computer Guy · Oct 11
- Data center cannot operate because grid lacks power, delaying loan payments.Strategy Sunday: XRP, AI & the Machine Economy: Who Powers the Next Wealth Boom? · Strategy Sunday w/Armando Pantoja · Oct 5
- Has had debt trying to get resolved for months, signaling AI financing strain.Stocks, Gold & Bitcoin Could Rally. Did OpenAI Light the Fuse? · The Market Notebook | Market analysis with Nico de Bony · Oct 11
- Reported difficulty raising money to build out data centers.SpaceX $40 Billion Debt Financing for NVIDIA GPU's - AI is Too Expensive · Eli the Computer Guy · Oct 10
- Heavy borrowings and commitments are reportedly hurting its share price.Has the SaaSPocalypse Finally Arrived? AI Takes On Adobe · Hashtag Trending · Oct 9
- Lost about 5% in the AI-related selloff.Oct 9: OpenAI Pulls Three Math Papers; Its Revenue Is $50 Billion · Valley Morning Briefing · Oct 9
- Sold off about $7.90 with very heavy volume in 145 calls expiring at month end.The Hot Options Report: 10-08-2026 · The Options Insider Radio Network · Oct 8
Mixed 8
- Backs a large Paramount debt offering and is cited in discussion of hyperscaler borrowing.Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT? · The Compound and Friends · Oct 6
- Strong cloud quality, but fixed-margin OpenAI contracts, debt concerns, and a delayed New Mexico site weigh on it.Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos · Big Technology Podcast · Oct 7
- Mentioned as a hyperscaler bond issuer that will borrow at any price.Harley Bassman, The Convexity Maven · Alpha Exchange · Oct 6
- Credit tied to Paramount deal exposure; shares rose during the session.9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · Squawk on the Street · Oct 5
- Noted as the one AI-linked borrower not considered a terrific payer by credit markets.Mad Money w/ Jim Cramer 10/7/26 · Mad Money w/ Jim Cramer · Oct 7
- Among hyperscalers borrowing heavily to fund AI data center spending.The French Bond Market Is on Fire · Patrick Boyle On Finance · Oct 11
Show 2 moreShow fewer
- Trucking gas to data centers at high cost reveals power constraints yet shows heavy AI demand.Anthropic Just Banned Being Cruel to Claude · ASI pill · Oct 10
- Wisconsin transmission delays threaten its Project Lighthouse campus, with no public response.Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026 · The Data Center Daily · Oct 8
Neutral 6
- Mentioned as tied to TikTok data security and Paramount ownership; no investment view expressed.CIA Whistleblower: “The Shadow Government Is Real” - John Kiriakou - #1160 · Modern Wisdom · Oct 8
- Mentioned as supporting SQL property graph queries, with Larry Ellison joked about.What Happens When Billions of AI Agents Hit Your Database? (Andy Pavlo) · The MAD Podcast · Oct 8
- Named in circular AI credit linkages with other large technology firms.Chris Hentemann, Founder and CIO, 400 Capital Management · Alpha Exchange · Oct 9
- Legacy Oracle systems underpin enterprise finance, creating integration hurdles for AI.Why AI Agents Won't Take Over Enterprise Yet | Tarek Alaruri · MTS · Oct 8
- Provides data centres in Southeast Asia used for cross-border compute leasing with Tencent.【世界大解说】AI竞争进入算力时代 全球数据中心竞赛升温 | How data centres are driving the global AI race · 世界大解说 | The World Explained · Oct 11
- Essentially flat, showing the rally was concentrated rather than sector-wide.$NVDA — AI Snapback, a Split Tech Tape, and a Heavy-Volume Nvidia Pullback — How Investors Should Parse the Weekend Pause · Alpha Casts - AI Market Intelligence · Oct 11
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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