OracleORCL
Oracle on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
No ad reads on tracked podcasts in the last 30 days. Hosts are talking about it anyway — see the earned side.
What hosts are saying
Most mentioned on
In their words
“I want to talk a little bit about Oracle and what's happening there as well. This is not something that what we're seeing in terms of the credit concerns is not confined to the the specialized, you know, neo cloud startups. We're also seeing, you know, Oracle under pressure right now.”
Experiencing credit concerns with doubled debt burden approaching $200 billion and widened credit default swap spreads indicating increased default risk.
▶ Hear it“Oracle is heavily, you know, invested here and is like now just like right above junk bond status.”
Described as heavily invested in frontier AI but currently operating at near junk bond status, indicating financial distress.
▶ Hear it“Oracle goes right down the toilet because half of Oracle's backlog is just from open AI. like it's in the toilet. Yes.”
Described as vulnerable to collapse if OpenAI cuts spending due to dependence on OpenAI revenue representing most of their backlog.
▶ Hear itThe full picture
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