The Credit Market's Objection. S&P cut Oracle to BBB-, one notch above junk, citing a fiscal 2027 free cash flow deficit projected to widen to $42 billion, nearly double its prior estimate, against net capital spending of roughly $70 billion this fiscal year. Equity has rewarded Oracle for its AI backlog; the credit market just s

The Credit Market's Objection. S&amp;P cut Oracle to BBB-, one notch above junk, citing a fiscal 2027 free cash flow deficit projected to widen to $42 billion, nearly double its prior estimate, against net capital spending of roughly $70 billion this fiscal year. Equity has rewarded Oracle for its AI backlog; the credit market just s

Super Brief: The Credit Market's Objection — Super Brief

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Super Brief: The Credit Market's Objection — Super Brief

Super Brief: The Credit Market's Objection — Super Brief