Our whole timeline is filled with $ORCL. So we're here to explain exactly what's happening: Blue Owl (investing group) has been the primary backer for Oracle's largest data centre projects in the US. They were also expected to finance Oracle’s upcoming $10B Michigan data center but those negotiations have now fallen through... Causing Oracle's credit default swap spreads to increase from 100bps to 150bps in about a week's time. Wider spreads = more fear This uncertainty is what's pushing AI and tech stocks down right now.