---
title: "JP Morgan: Oracle is in the \"performance demonstration stage\" as it has placed heavy bets on AI debt"
description: "JP Morgan analysts pointed out that Oracle is under scrutiny due to its aggressive AI spending plans, and bond pressure is expected to persist. Oracle's cloud revenue fell short of expectations, leadi"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/269743627.md"
published_at: "2025-12-15T15:49:39.000Z"
---

# JP Morgan: Oracle is in the "performance demonstration stage" as it has placed heavy bets on AI debt

> JP Morgan analysts pointed out that Oracle is under scrutiny due to its aggressive AI spending plans, and bond pressure is expected to persist. Oracle's cloud revenue fell short of expectations, leading to a stock price plunge, with credit risk indicators reaching a 16-year high and bond spreads widening into the high-yield territory

As Wall Street searches for cracks in the artificial intelligence boom, Oracle's aggressive AI spending plan has drawn close attention to the corporate bonds of this cloud computing giant. JP Morgan credit analyst Erica Spear expects the pressure on the company's bonds to persist in the new year. After the earnings report showed Oracle's cloud revenue fell short of analyst expectations, the company's stock price plummeted, and its credit risk measure hit a 16-year high. According to CreditSights analysts, since Oracle released its earnings report, its bond spreads have widened, and its debt trading has firmly settled in the high-yield territory

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.