Oracle continues to attract the attention of agencies: AI/capex debt weighs on credit quality. The thread `ai-debt-financing` gains an officially rated signal.
Jul 26, 2026 at 18:40 10 10
After the ABB of $1.75 billion yesterday, SoftBank is reportedly close to arranging $40 billion in debt for OpenAI. The credit stack tied to AI capex is growing - and so is the counterparty risk.
Jul 22, 2026 at 12:41 17 8
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
Jul 20, 2026 at 16:42 17 12
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 19 8
BBB-, the last step before the speculative category. S&P does not downgrade Oracle for its results, but for the structure of its bet: $90-95 billion in capex and a single client that accounts for half of the commitments.
Jul 14, 2026 at 22:30 32 7
Moonshot AI (Kimi) partners with Agricultural Bank of China and American Express to launch a credit card whose interface, customer relationship, and scoring are powered by a Chinese LLM. This is the first time a Chinese LLM has been placed at the heart of a major banking product.
Jul 11, 2026 at 17:19 3 10
