LinkedIn Post – 9/24/25 ‘WHO IS THE ORACLE NOW’

Oracle today priced a 6-tranche $18 billion mega deal with books [investor orders]of approx. $87 billion in the corporate bond market to help build out their AI expansion. This is the second largest corporate bond deal of 2025, in the largest issuance month of the year so far! Oracle is rated Baa2/BBB with a negative outlook by both Moody’s and S&P due to cash flow having turned negative with its massive AI build out. Oracle is using this opportunity of historically low absolute rates and corporate spreads to take advantage of fixed income investors’ appetites. Larry Ellison, while not from Omaha, in fact born in the Bronx, has certainly given Warren Buffet a run for his money. Berkshire Hathaway over the last 20 years has returned 801% while Oracle has returned 2,924% (Bloomberg price analysis). Absolutely amazing!