Core Viewpoint - Oracle Corp's stock experienced a decline following the announcement of a financing plan aimed at expanding its Oracle Cloud Infrastructure business [1] Financing Plan - Oracle plans to raise approximately half of the required funding through equity-linked and common equity issuances, including a newly authorized at-the-market equity program of up to $20 billion [2] - The remaining funds will be secured through a one-time issuance of investment-grade senior unsecured bonds early in 2026 [2] Stock Performance - Oracle's stock is trading about 14.5% below its 20-day simple moving average (SMA) and 33% below its 100-day SMA, indicating significant bearish pressure [3] - The stock has decreased by 2.38% over the past 12 months and is closer to its 52-week lows than highs [3] Technical Indicators - The Relative Strength Index (RSI) is at 31.46, considered neutral, while the Moving Average Convergence Divergence (MACD) is below its signal line, indicating bearish pressure [4] - The combination of neutral RSI and bearish MACD suggests mixed momentum for the stock [4] Upcoming Earnings - Investors are anticipating the next earnings report scheduled for March 9 [5] Analyst Consensus & Recent Actions - The stock carries a Buy Rating with an average price target of $306.41 [6] - Recent analyst actions include a premarket price drop of 3.69% to $158.50 [6] - Key resistance is noted at $163.50 and key support at $154.50 [6] - EPS estimate is $1.56, up from $1.47 year-over-year, and revenue estimate is $16.90 billion, up from $14.13 billion year-over-year [6] - Valuation shows a price-to-earnings ratio of 30.9x, indicating a premium valuation [6] - Morgan Stanley has an Equal-Weight rating and lowered the target to $213.00 [6] - UBS maintains a Buy rating but lowered the target to $280.00 [6] - RBC Capital has a Sector Perform rating and lowered the target to $195.00 [6]

Core Viewpoint - Fidelity Investment Grade Bond ETF (FIGB) aims to provide a diversified, actively managed core allocation to U.S. investment-grade bonds, focusing on income and capital preservation [1] Investment Strategy - The strategy combines top-down sector positioning with bottom-up security selection, leveraging Fidelity's extensive credit research to manage duration, curve exposure, and issuer risk [1] - Return drivers include coupon income and prudent credit beta, with volatility moderated by high overall quality and deliberate interest-rate exposure [1] Portfolio Roles - The fund serves as a core bond sleeve for balanced accounts, a diversification anchor against equity drawdowns, and a risk-aware income source within multi-asset mandates [1] - It is suitable for asset allocators running core-plus frameworks seeking steady income with active risk controls and institutions managing liability-aware mandates that prioritize quality and liquidity [1] Market Conditions - The fund is favored in soft-landing or disinflationary regimes but may face challenges during abrupt spread shocks or rapid, disorderly yield re-pricings [1] - Key risks to monitor include credit-quality migration and downgrade pressures in spread sectors during late-cycle phases [1]

Core Insights - A top economist warns that debt-fueled capital expenditure (capex) spending, particularly from AI hyperscalers, is expected to significantly impact investment-grade bond issuance in 2026, potentially driving up interest rates [1][5] Group 1: Investment-Grade Bond Issuance - AI hyperscalers are anticipated to be major contributors to investment-grade bond issuance this year, with estimates ranging from $1.6 trillion to $2.25 trillion [2][3] - In 2025, major tech companies like Alphabet, Amazon, Meta, Microsoft, and Oracle collectively issued $100 billion in bonds, more than double the amount raised in the previous year [4] Group 2: Impact on Interest Rates - The influx of corporate debt could lead to upward pressure on interest rates and credit spreads, as the volume of fixed-income products entering the market is significant [3] - There are concerns that increased issuance from hyperscalers may divert buyers from other bond markets, such as Treasuries, which could further elevate interest rates [2][5] Group 3: Broader Economic Implications - The heavy borrowing in the tech sector, particularly for AI-related infrastructure, raises questions about the sustainability of this growth, with potential dire consequences if growth stalls [5]

Core Insights - The Schwab U.S. Aggregate Bond ETF (SCHZ) provides exposure to the investment-grade segment of the U.S. bond market, launched on July 14, 2011, and managed by Charles Schwab Investment Management, Inc. [1] Group 1 - The ETF charges an expense ratio of 0.03% [1]

Truist kicked off a sale of investment-grade bonds Monday, after concern last week about losses at some regional banks briefly stoked broader credit worries https://t.co/ttMHc4WivH ...

The additional compensation investors demand to own tougher-to-sell investment-grade bonds has vanished, thanks to a boom in electronic and portfolio trading, according to Barclays https://t.co/WloqzRAY5v ...