debt load

Oracle faces intensified investor scrutiny as its stock plummets and a $10 billion data center project with Blue Owl Capital is reportedly withdrawn due to debt concerns. This adds to worries about Oracle’s debt load and its ability to fulfill commitments like its OpenAI data center build-out. The downturn has impacted broader tech stocks and major U.S. indexes, despite some analysts remaining bullish on AI’s long-term prospects. Market sentiment is also shaped by China’s semiconductor advancements and geopolitical developments.