Why Oracle’s ‘jumbo’ AI-fueled bond deal is so unusual
1. Oracle issued an unconventional $18 billion bond offering for cloud expansion. 2. Demand peaked at nearly $88 billion, indicating strong investor interest. 3. Negative free cash flow of $6 billion raises concerns about Oracle's debt sustainability. 4. 40-year bond maturities are unusual for a technology company like Oracle. 5. Analysts caution about potential debt bubbles and uncertain future revenue realization.