Title is inaccurate. They're BBB- now, not BBB.
True. The linked article's title says that. I wonder if that was a typo by the OP or one of those HN quirks where the title was automatically changed when it shouldn't have been.
S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
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Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#82Imagine if their acquisition of TikTok had gone through.
Wait, they don't own US TikTok? Who does?
TikTok USDS Join Ventures LLC owns 80%, ByteDance still owns a minority stake.
Oracle holds 15% & is the hosting provider, Silver Lake has a stake, MGX (UAE state backed firm) owns some as well.
But Oracle still manages the content recommendation algorithm and the infrastructure so I'd argue they still have the biggest impact on the platform.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#83Ed Zitron must be feeling quite validated :-)
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#84Market signals on an impending AI bust are broader than just Oracle’s woes. For example, Amazon just had a challenging bond offering where the market is clearly starting to seriously question the ROI on all this money being pumped into AI buildout. That does not bode well at all for AI-only companies without broader cash flow from other businesses. And when the cash dries up this whole thing comes crashing down like…
Hi there, how do you know Amazon's bond offering was "challenging"? Curious to learn more. Thank you.
A bunch of press on this today you can look up. Demand on the offering was much lower than expected and what materialized in prior rounds. Amazon had to sweeten the deal to get the money loaned.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#85Title is inaccurate. They're BBB- now, not BBB.
I think there's an errant space in between the BBB and the - but yes, the title is wrong with that space
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#86Title is inaccurate. They're BBB- now, not BBB.
I would say that the more a company still has plenty of old-fashioned intangible positive corporate goodwill, the bigger the notch.
Wouldn't want to be negative at a time like this.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#87Here's hoping this screws up the collateralization of the Paramount takeover deal, and the whole thing unravels.
I hope not, that would further weigh them down.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#88Market signals on an impending AI bust are broader than just Oracle’s woes. For example, Amazon just had a challenging bond offering where the market is clearly starting to seriously question the ROI on all this money being pumped into AI buildout. That does not bode well at all for AI-only companies without broader cash flow from other businesses. And when the cash dries up this whole thing comes crashing down like…
> Market signals on an impending AI bust are broader than just Oracle’s woes.
It's worse than that - I believe that Oracle is one of the (many) companies right now that, if their AI experimentation fails, will stop the music, and everyone will be running for a chair.
Oracle is one of a few foundational components in the circular-investing group of AI companies. If they fail to make their commitments they're the first domino to fall.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#89Market signals on an impending AI bust are broader than just Oracle’s woes. For example, Amazon just had a challenging bond offering where the market is clearly starting to seriously question the ROI on all this money being pumped into AI buildout. That does not bode well at all for AI-only companies without broader cash flow from other businesses. And when the cash dries up this whole thing comes crashing down like…
And none of the major model makers (not counting SpaceX) have IPO'd yet
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#90And they terminated 30k employees to achieve this? https://www.forbes.com/sites/jonmarkman/2026/04/06/oracles-m...
When we tried to do a pilot with their cloud we couldn't even sign-up. None of the corporate credit cards were accepted. In addition to that the form basically only worked in Edge. We emailed support, they changed something on the backend. It still did not work. We gave up. In retrospective that was a very clear warning sign that their priorities were misguided. I'm glad we did not waste any further time and effort o…
They couldn't integrate a payment provider and expect to build out the data centers for AGI?
Uh, good luck guys.