Oracle Corp. will likely maintain its investment-grade bond rating in the near term despite borrowing tens of billions of dollars to expand its artificial-intelligence push, according to UBS Group AG.

Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...

We have generally been negative about Oracle's common equity. Oracle Corporation (ORCL) 2052 bonds offer a rare 7% yield for an investment grade issuer, reflecting significant risk premiums. We ...