Oracle files to sell $10B of stock and $10B of bonds for its AI buildout
Shares fall ~9%
Confirmed
The takeaway
On Nov 2, 2026 Oracle filed to sell $10B in common stock and $10B in senior notes to fund data centres and chips; shares fell 8.8% even though the plan had been previewed at its investor day.
Status
- Claim
Confirmed
- Our reporting
- High confidence
- Importance
- 3 of 5
- Last verified
- 3 November 2026
Your AI and this story
- GPT-6 Astra186 days after its cutoff
- Claude Opus 5.5125 days after its cutoff
- Gemini 4 Argon216 days after its cutoff
- Grok 4.7155 days after its cutoff
None of these four assistants can know about it. The closest, Claude Opus 5.5, stops 125 days before it.
Key facts
- $10B common stock + $10B senior notes; general corporate purposes incl. capex
- Shares -8.8% on Nov 2; -33% YTD and -50% over 12 months
- 4.95% 2031 bond yields 7.276%; 5-year CDS 292 (+265% YoY); S&P rating BBB- since July
- Debt ~$125.34B at Aug 31; Oracle targets $225B+ FY2030 revenue and positive free cash flow in H2 2028
What happened
See summary.
Sources
3 sources from 3 sites. Numbers match the chips in the text.
3 sources: 2 press, 1 reaction
Press
- CNBC: Oracle files to sell $20 billion in new stock, bonds (Nov 2)cnbc.com, press
- WSJ: Oracle looks to raise $20 billion to fund AI ambitionswsj.com, press
Reactions
- Hacker News discussionnews.ycombinator.com, discussion
Changes
- Filed