Financing

ORCL

Oracle is selling $10B in common stock and $10B in bonds as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 5%+.

Based on a transcript excerpt: Fireship breaks down three weeks of AI market turmoil, explaining the circular financing arrangements behind GPU purchases and analyzing Anthropic's S-1 filing. Viewers learn how Nvidia's investments, GPU-backed borrowing, and Neo clouds create interconnected financial risk in the AI sector.

AI Industry & Finance • Fireship