S&P Downgrades Oracle to BBB- Citing AI CapEx

S&P downgraded Oracle's long-term credit rating from BBB to BBB- due to rapidly expanding AI capital expenditures. The report also explicitly listed OpenAI as a credit risk factor for Oracle, raising concerns about potential further downgrades.

2026-07-11 ~ 2026-07-12 · 3 related posts

• Oracle Downgraded Over AI CapEx — mkheck · 2026-07-11
• OpenAI Listed as a Credit Risk for Oracle — chrisgrayson · 2026-07-12
• OpenAI Flagged as Credit Risk for Oracle — wschroll · 2026-07-12