S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#1

Post by gepeto42 » Tue, Jul 14, 2026, 4:56 PM UTC

S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
heise.de

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#2

Post by measurablefunc » Tue, Jul 14, 2026, 5:10 PM UTC

What happens when Oracle can't pay the interest on their loans?

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#3

Post by mjcl » Tue, Jul 14, 2026, 5:15 PM UTC

measurablefunc wrote: post #2

What happens when Oracle can't pay the interest on their loans?

They can sell the software business to broadcom.

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#4

Post by hobonation » Tue, Jul 14, 2026, 5:17 PM UTC

Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense.

I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another.

The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up some AI crap.

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#5

Post by dj_axl » Tue, Jul 14, 2026, 5:18 PM UTC

mjcl wrote: post #3

measurablefunc wrote: post #2

What happens when Oracle can't pay the interest on their loans?

They can sell the software business to broadcom.

They can rent out their AI infra to The Hyperscalers.

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#6

Post by rawgabbit » Tue, Jul 14, 2026, 5:18 PM UTC

measurablefunc wrote: post #2

What happens when Oracle can't pay the interest on their loans?

They will ask tax payers for a bailout?

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#7

Post by ceejayoz » Tue, Jul 14, 2026, 5:19 PM UTC

measurablefunc wrote: post #2

What happens when Oracle can't pay the interest on their loans?

They'll use their purchases of TikTok and Paramount to campaign for a bailout.

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#8

Post by kibwen » Tue, Jul 14, 2026, 5:20 PM UTC

measurablefunc wrote: post #2

What happens when Oracle can't pay the interest on their loans?

Whatever happens, I can assure you that the Ellisons will remain multi-billionaires and the American taxpayer will manage to end up poorer, courtesy of their friend in the White House.

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#9

Post by rawgabbit » Tue, Jul 14, 2026, 5:20 PM UTC

hobonation wrote: post #4

Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…

Uhh. I actively and vocally avoid all things Microsoft. I see Microsoft and I immediately think buggy software with zero security.

Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-

#10

Post by crims0n » Tue, Jul 14, 2026, 5:21 PM UTC

hobonation wrote: post #4

Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…

Google has a bit of a Network Effect going... my vehicle got an OTA update to use Gemini. Between that, search, storage, and the YT Premium bundle it was enough to convince me to float a subscription.