By Petr Huřťák
Publication Date: 2025-12-17 18:05:00
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4.5% in the afternoon after reports revealed that a key $10 billion financing deal with Blue Owl Capital for a data center in Michigan had stalled.
While Oracle disputed the narrative and claimed they had chosen another capital partner, the reported reason for Blue Owl’s exit sparked widespread concern: concerns about Oracle’s rising debt and “unfavorable” terms.
This specific deal failure highlighted a massive structural risk: Oracle was aggressively using its balance sheet to finance the AI race. Investors increasingly feared that hyperscalers were relying on risky private equity structures rather than their own capital to build infrastructure. The market feared that Oracle was overextending itself financially to meet OpenAI’s demands.
The stock market overreacts to news and sharp declines can provide good opportunities to buy high-quality stocks. Is now the time to buy Oracle? Access…
