Oracle debt has been trading like a “junk bond” as the company borrows money and issues stock to help finance its AI cloud growth.

Vertiv Holdings' accelerating growth suggests that it is making the most of the aggressive spending on AI data center infrastructure.

Wednesday, November 4, 2026Today's Highlights・AMD Earnings: Q3 revenue rose 45% year-on-year to $13.377 billion. The Data Center segment grew 97% to $8.5 billion. Shares surged in after-hours trading following the earnings announcement.

Key TakeawaysCoreWeave rose 5% and Oracle 4% after Oracle priced a $20 billion sale of stock and bonds. Oracle’s deal shows lenders still fund AI builders, which matters most to CoreWeave, a far costlier borrower.

Oracle Corporation looks undervalued amid AI uncertainty. Click for why ORCL's growth targets, funding clarity, and discounted valuation make it a timely buy now.

Oracle issued a revenue forecast for fiscal year 2030 of $225 billion, and said it will limit additional fundraising over that stretch to $20 billion.

On November 3, Jim Cramer posted on X that Oracle is "up huge on the stock deal" and named that gain as the reason he believes the broader market is rallying, putting one large-ca

Key TakeawaysOracle shares rose 5% after pricing the $20 billion stock and bond sale its own cap allowed through fiscal 2030. About 86 million new shares and $10 billion of 7%-8.

Oracle Corp. is poised to price the sale of $10 billion in shares at an 11% discount, according to people familiar with the matter, after the company’s stock price was dinged in a choppy session to start the week.

Larry Ellison’s estimated net worth fell by $11 billion in a single day after the company announced plans to raise $20 billion through debt and equity offerings