Debt markets are indicating that the OpenAI contracts are high risk. Debt markets analyse the risks carefully and mostly ignore fake news. Oracle is borrowing and betting billions, and the markets are saying that their bets are risky.
https://www.msn.com/en-us/money/topstocks/oracle-stock-slump...
1.44% to insure the bonds for five years looks quite modestly risky. You read Ed Zitron or many skeptics here and you get the impression that it's all definitely going to crash within five years, not a 1.44% chance.