By Lee Samaha, The Motley Fool
Publication Date: 2026-02-20 20:30:00
oracle (NYSE:ORCL) The stock was down more than 5% around 1 p.m. today. The move came after some seemingly contradictory news stories highlighting the company’s challenges and its exposure to loss-making, cash-burning OpenAI.
As a reader already knowOracle’s heavy exposure to OpenAI (the two have a $300 billion deal in which Oracle builds AI infrastructure to sell services to OpenAI) means the stock and its debt are being traded as proxies in a debate about OpenAI’s future.
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Oracle’s share price has fallen (down 34% in the last three months) and its credit default swaps (CDS) have soared as capital markets become increasingly concerned about the company’s ability to finance the capital investments required to fulfill its contract with OpenAI and its ability to…
