Bond market shows minimal reaction to AI concerns after OpenAI misses targets

10 articles · Updated · Barron's · Apr 28

Oracle bond yields rose just 0.099 percentage points to 6.232% on Tuesday, while CoreWeave bond yields increased by 0.17 points, following OpenAI's missed revenue and user targets.
Despite a 4.1% drop in Oracle shares, its bonds remained relatively stable, reflecting the bond market's lower volatility and investment-grade status compared to equities.
Oracle's higher debt-to-Ebitda ratio makes its bonds a key risk gauge for AI-exposed firms, while investors await major tech earnings from Microsoft and Apple for further market direction.

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