Oracle Is Drowning in Debt. Stop Believing the Cloud Hype.
Oracle’s credit rating just dropped to one level above junk, exposing a massive gap between the company’s AI hype and its financial reality. Drowning in debt from acquisitions like Cerner, the legacy giant is a ticking time bomb. The market has blindly followed CEO narratives, but the balance sheet reveals a wobbling titan on the verge of cost cuts and disruption.