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

Post by californical » Tue, Jul 14, 2026, 9:42 PM UTC

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?!

Post by surgical_fire » Tue, Jul 14, 2026, 9:44 PM UTC

marcosdumay wrote: post #259

an0malous wrote: post #66

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> The general fallacy of the “but inference is profitable” argument is that it tends to ignore all the costs of building and training the model. Given the fact that 1) that’s not trivial, and 2) the arms race underway means one can’t stop training, then it ruins the financial picture. Or that it’s all hearsay and no one has released financials yet?

xAI financials are public, and OpenAI financials leaked a short while ago. That's the best possible interpretation of them. The other possible interpretation is that they are manipulating the numbers (that they have to show to investors) and inference isn't actually profitable either. If they are not manipulating the numbers right now, both companies have a serious case of uncontrolled operational costs that they hav…

Post by duxup » Tue, Jul 14, 2026, 9:46 PM UTC

someuser54541 wrote: post #117

lelanthran wrote: post #88

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> 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?

Post by jurgenburgen » Tue, Jul 14, 2026, 9:51 PM UTC

pid-1 wrote: post #233

marojejian wrote: post #207

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Why should a retail investor never buy derivatives? spreads?

Retail investors do not have access to systems that calculate risk, margins, pnl, etc... and generally also don't have the necessary knowledge and market data to price such instruments correctly. Most ppl are better off KISSing and lowering risk by selling equity for fixed income.

Post by marcosdumay » Tue, Jul 14, 2026, 10:03 PM UTC

surgical_fire wrote: post #293

marcosdumay wrote: post #259

Earlier quoted context omitted.

xAI financials are public, and OpenAI financials leaked a short while ago. That's the best possible interpretation of them. The other possible interpretation is that they are manipulating the numbers (that they have to show to investors) and inference isn't actually profitable either. If they are not manipulating the numbers right now, both companies have a serious case of uncontrolled operational costs that they hav…

> That's the best possible interpretation of them. Correct. Because a less charitable interpretation will squint at their marketing spend and wonder if they are just sweeping a lot of their expenses on categories they don't belong to make their business look less bonkers to those that prefer to not ask the ugly questions.