Group 1 - Oracle Corporation's stock has declined 32% this quarter, marking its steepest decline since 2001 and the dot-com bust [2] - Investor confidence has weakened, with concerns about Oracle's ability to scale server farms to support OpenAI's significant spending commitment of over $300 billion [3] - Oracle's recent quarterly revenue and free cash flow fell below expectations, prompting plans for $50 billion in capital expenditures for fiscal 2026, which is 43% higher than previous plans [4] Group 2 - The expansion plans will necessitate heavy borrowing, as Oracle raised $18 billion through a significant bond sale, one of the largest in tech history [5] - There are concerns regarding Oracle's ability to maintain its investment-grade rating amidst rising credit default swap prices tied to its debt [5] - Analysts express skepticism about Oracle's capacity to meet its financial obligations without restructuring its contract with OpenAI [5]