Oracle $ORCL long-term bond yields cross 8% amid an AI infrastructure credit squeeze as a potential junk downgrade threatens $120B in debt! KEY HIGHLIGHTS: • Long-term bond yields crossed 8%, surpassing the single-B junk average of 7.5%, while Oracle's $118B debt load dwarfs Microsoft's $31.1B • Halted its massive New Mexico data center (Project Jupiter) citing local regulatory hurdles, triggering a 5% stock drop • A downgrade to junk would automatically eject $120B of Oracle bonds from investment-grade indexes THE RATING: Heavy debt burdens and regulatory data center delays keep the Seeking Alpha Quant score for $ORCL at a HOLD, while Amazon $AMZN and Nvidia $NVDA maintain STRONG BUY ratings. Do you think Oracle $ORCL can manage its $118B debt load and data center hurdles, or are credit risks rising too fast? Drop your take below! ▻