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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-

#121

Post by platevoltage »

lelanthran wrote: post #100
llm_nerd wrote: post #73

Earlier quoted context omitted.

Campaign? They're friends of the administration, and the US is firmly in the kleptocracy stage now (the last wrungs of democracy are about to be undone this Thursday evening). They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money. T…

> They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money. A little bit dangerous for a US administration (any US administration) to do a bailout of unloved companies just before a midterm. Not that Trump won't do it, just saying that…

The Republican strategy has moved away from swaying public opinion for a while now. Now their strategy is to manipulate voting maps, intimidate voters and suppress votes in areas likely to vote against them.

The Iran war is unpopular, but they did it anyway.

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

#122

Post by seattle_spring »

cyberpunk wrote: post #105
Analemma_ wrote: post #96

Earlier quoted context omitted.

Oracle Cloud sometimes feels like an elaborate prank that I'm not in on. I know people and companies on AWS (obviously), Azure, Google Cloud, Hetzner, CloudFlare's various PaaS offerings, etc., but I can't name a single thing running on Oracle Cloud. Somebody out there is clearly using but I'll be damned if I know who it is.

zoom. uber. airbnb. openai. bunch of banks. samsung, apparently..

I know at least one of those only uses Oracle for internal/HR "cloud" purposes, while their main customer-facing business is on AWS. Not sure about the others, but when I think of a business using "Oracle cloud" I don't interpret it as just their marketing/HR.

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

#123

Post by [deleted] »

ceejayoz wrote: post #19
crims0n wrote: post #10

Earlier quoted context omitted.

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.

> my vehicle got an OTA update to use Gemini G. A. H. edit: Y'all downvoters want genAI in your cars?!

[deleted]

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

#124

Post by lelanthran »

SirFatty wrote: post #36
therobots927 wrote: post #32

Earlier quoted context omitted.

Well it seems like he bought the “AGI is 2 years away” line. As did… pretty much everyone in Silicon Valley.

yeah.. https://ai-2027.com/

> yeah.. https://ai-2027.com/

That site is too funny :-)

> [mid-2026] But China is falling behind on AI algorithms due to their weaker models.

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

#125

Post by 3848484894 »

therobots927 wrote: post #23

This is surprising to me. Judging by what appears to be the common sentiment here on HN - which is that AI inference is already profitable, and OpenAI is fairly valued by private markets. Given that Oracle and Microsoft are major counterparties of OpenAI, it seems odd that their stocks have been performing so poorly recently. Can anyone square this circle for me?

That sentiment only seems to pop up in Anthropic / OAI threads, wonder why

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

#127

Post by lelanthran »

someuser54541 wrote: post #117
lelanthran wrote: post #88

Earlier quoted context omitted.

> 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…

What's the best way to hedge against this, considering many of us have significant savings in the market? A few puts on SPY dated a year or two out?

What's the best way to hedge against this, considering many of us have significant savings in the market?

I dunno.

"The market can remain irrational longer than you can remain solvent"

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

#128

Post by gruez »

someuser54541 wrote: post #117
lelanthran wrote: post #88

Earlier quoted context omitted.

> 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…

What's the best way to hedge against this, considering many of us have significant savings in the market? A few puts on SPY dated a year or two out?

>A few puts on SPY dated a year or two out?

You think the hedge funds selling SPY options don't have this priced in already? Of course, you can still make money on this bet, just like you can win money at a roulette table, but unless you think have some special insight that hedge/quant funds don't have, buying options should be negative EV.

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

#129

Post by steve1977 »

someuser54541 wrote: post #117
lelanthran wrote: post #88

Earlier quoted context omitted.

> 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…

What's the best way to hedge against this, considering many of us have significant savings in the market? A few puts on SPY dated a year or two out?

Gold maybe? (no investment advice)

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

#130

Post by soared »

seattle_spring wrote: post #122
cyberpunk wrote: post #105

Earlier quoted context omitted.

zoom. uber. airbnb. openai. bunch of banks. samsung, apparently..

I know at least one of those only uses Oracle for internal/HR "cloud" purposes, while their main customer-facing business is on AWS. Not sure about the others, but when I think of a business using "Oracle cloud" I don't interpret it as just their marketing/HR.

A lot of internal stuff ends up on Oracle cloud since it’s easier, jira, confluence, etc
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