Oracle can go bankrupt? Oracle was a license to print money for decades. If they go bankrupt, that is one insanely bad bet they made.

Oracle has bet the house on AI. Free cash flow is deeply negative with tons more capex guidance on the books. They are currently the largest non-financial corporate issuer of new debt in the corporate bond market. They are literally cutting their headcount to the bone to help fund this build out. If their compute deals do not pan out because their customers have liquidity issues or revenue stalls, they are in dire straits.