Wall Street cools on Oracle's buildout plans as debt concerns mount: 'AI sentiment is waning'
1. Oracle's stock dropped significantly after initial AI hype died down. 2. The company seeks $38 billion in debt for its AI expansion. 3. Analysts are skeptical about Oracle's cash flow and funding needs. 4. Dependence on OpenAI raises concerns over Oracle's long-term stability. 5. Oracle’s growth forecast faces scrutiny; stock remains under pressure.