Core Viewpoint - Oracle's stock has experienced a nearly 5% decline recently, despite a 38% increase in the month, amid concerns raised by Moody's regarding risks associated with its $300 billion AI contracts [1] Company Summary - Moody's has highlighted multiple risks related to Oracle's $300 billion AI contracts but has not taken any rating action, such as downgrading or adjusting the outlook [1] - Analysts reiterated the risks that led to the downgrade of Oracle's rating outlook from "stable" to "negative" in July, emphasizing the company's heavy reliance on large commitments from a few AI firms [1] - The significant "counterparty risk" is particularly critical in project financing, especially when revenue is highly dependent on a single client [1] - Oracle currently holds a Moody's issuer rating of Baa2, which is at the lower end of the investment-grade credit rating spectrum [1]