Company
Oracle
- Episodes
- 31
- Share
- 3.0%
- Shows
- 27
- Net sentiment
- −0.78
Down from 3.1% of episodes in the weeks before; net sentiment was −0.69.
Bullish 1Mixed 4Neutral 4Bearish 22
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Oracle. Longest episodes first.
Bearish 22
- PeopleSoft exploited via bypassed WAF; hosts joke about Oracle bond CDS being juicy.Risky Business #855 -- ShinyHunters done sowing, enters reaping phase · Risky Business · Oct 14
- Named as a possible major player facing financing problems in a downturn.Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed · Prof G Markets · Oct 16
- Hit by AI infrastructure sell-off and rising credit default swap levels.Closing Bell 10/14/26 · Closing Bell · Oct 14
- Cited as an example of construction delays from a natural gas pipeline setback.Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic · Blockspace: AI News · Oct 18
- Half its backlog reportedly tied to OpenAI, and the stock has fallen sharply.How OpenAI Could Cause a US Recession With Steve Eisman · The Compound and Friends · Oct 16
- Credit default swap pricing is rising, signaling trepidation about its debt-funded AI exposure.Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal · RiskReversal Pod · Oct 13
Show 16 moreShow fewer
- Highly levered AI exposure with weakening CDS and stock trend cited as risk.Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity · Hedgeye Podcasts · Oct 17
- Different capital structure makes it more exposed to funding strain than peers.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Credit spreads widened sharply and its AI debt-funded buildout faces scrutiny.AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · CNBC's "Fast Money" · Oct 14
- Trades like a neocloud now, with negative free cash flow and rate sensitivity rising.AI Trade Faces a Reality Check 10/14/26 · Closing Bell · Oct 14
- Its longer-dated debt trading at high yields is central to AI credit worries.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Shares fell sharply after the scale of OpenAI spending commitments was questioned.Is AI One Big Circular Deal? Inside the $3.6 Trillion Web | Stock Club 332 · Stock Club · Oct 15
- Highly levered into AI infrastructure with spreads blowing out on its debt.Bond Bulls Beware · GlobalData TS Lombard: Perkins Vs Beamish · Oct 12
- Record credit default swap widening and $125 billion debt load weigh on shares.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- Viewed as a wannabe hyperscaler caught in the neocloud debt squeeze.CoreWeave Is Imploding — And Taking AI Stocks Down With It · Prof G Markets · Oct 15
- Negative cash flow, spending all revenue on capex and force majeure warning raise repayment concerns.Talk Your Book: Will AI Debt Cause a Recession? · Animal Spirits · Oct 12
- A project financing default on a New Mexico data center is cited as a warning sign.250. Inside the US Datacenter exuberant buildout - Oct26 · Redefining Energy · Oct 12
- Its data center debt trades below face value and default-risk pricing is at high levels.AI Lending Risk: How Banks Earn Fees And Transfer Exposure · Felix Nikolas Prehn's Podcast · Oct 17
- Project Jupiter debt trades at a discount and its credit default swap spreads spiked after force majeure notice.Chamath Palihapitiya: The AI Private Credit Bubble Explained · Deep Values · Oct 15
- Credit default swaps hit record high, signaling spreading AI debt stress.Is Berkshire Bending the Rules With Bending Spoons? · Motley Fool Hidden Gems Investing · Oct 15
- Widening credit default swap spreads flagged as a sign of AI financing strain.AI's New Bottleneck: Can the Boom Afford to Keep Growing? · Financial Sense Newshour · Oct 16
- Shares were hit in the AI selloff and its debt and CDS are under scrutiny.Oil tops $100 AI Rout as Chips Sink for 8th Day · MPC Markets Morning Call · Oct 18
Mixed 4
- Lower-rated tech client that had to post collateral under new tariffs, then agreed to pay.Green Bonds, Gray Areas: How Do AI Data Centers Fit in a Sustainable & Responsible Portfolio? | Megatrends | Romina Reversi, Crédit Agricole & Steve Liberatore, Nuveen · SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing · Oct 14
- Highly leveraged infrastructure spender; could fall further before recovering long term.Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings · Chit Chat Stocks · Oct 17
- Heavily hit in the AI selloff but rebounding, while also financing AI infrastructure with debt.If Not Now, Then When Will These AI Companies Go Public? · RiskReversal Pod · Oct 12
- Future cloud backlog depends partly on AI model makers; spending expectations are high.Monday - October 12, 2026 · The Dividend Cafe · Oct 12
Neutral 4
- Launched Fusion Claw agent apps, which hosts found questionable on security.375: AWS Finally Automates the Blame Game · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Oct 15
- Discussed as the speaker's former employer where he launched an enterprise blockchain service.VISA & MASTERCARD UNDER THREAT?! Ex-Ripple Advisor on XRP & Stablecoins · The AllinCrypto Podcast · Oct 15
- Part of the hyperscaler group building out AI computing platforms.Episode 013. Bubble Talk: Tulips to Tech · Rational Dissent · Oct 16
- Founded by Larry Ellison, whose wealth funded his son David's media ventures.How The Children Of Billionaires Took Over America · Prof G Markets · Oct 17
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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