Barclays downgraded Oracle's debt rating to "underweight", pointing out that Oracle's huge capital expenditure for the construction of AI data centers has far exceeded its free cash flow capacity, and its debt-to-equity ratio is as high as 500%, the highest among major technology companies. Barclays predicts Oracle's credit rating could drop to BBB-, close to the junk bond threshold. Barclays downgrades Oracle's debt rating, warning of debt risks. On November 11, Barclays Bank Fixed Income Research released a report stating that Oracle's capital expenditures to fulfill its massive AI contracts have far exceeded its free cash flow support capacity, forcing it to rely heavily on external financing,...
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Barclays downgrades Oracle's debt rating: cash may run out in November next year, which may eventually become "junk debt"
华尔街见闻2025-11-12
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