| Title | Date | Firm | Analyst | Issuer | Sentiment | Outlook | Credit rating |
|---|---|---|---|---|---|---|---|
| CoreWeave's 15% Debt Yield May Draw Nvidia Closer: Credit React | 2026-10-15 | Bloomberg Intelligence | Robert Schiffman | CRWV CoreWeave Inc | negative | Bond and CDS selloff lifts parent funding costs; Nvidia a potential strategic backstop | — |
| Oracle's AI Build-Out Means Debt Hangover Extends Through 2027 | 2026-10-06 | Bloomberg Intelligence | Robert Schiffman | ORCL Oracle Corp | neutral | Investment grade maintained, but ratings pressure elevated; $20B+ more debt likely in 2027 | Moody's Baa2/Negative; S&P BBB-/Stable; Fitch BBB/Stable |
| Capital Access Becomes Key to AI Capacity Growth | 2026-09-29 | Bloomberg Intelligence | Vasu Kasibhotla | NBIS Nebius Group NV | neutral | Pricing power on new capacity improving; funding access is the key 2027 credit constraint | — |
| Oracle Force Majeure Deepens AI Credit Uncertainty: Credit React | 2026-09-24 | Bloomberg Intelligence | Robert Schiffman | ORCL Oracle Corp | negative | Project Jupiter delay adds execution risk and spread pressure; BI sees a timing issue, not weaker AI demand | S&P BBB- |
| CoreWeave Converts, Equity Widen AI Funding Stack: Credit React | 2026-09-17 | Bloomberg Intelligence | Robert Schiffman | CRWV CoreWeave Inc | neutral | Funding access ample across converts, debt and equity; execution, power and returns are bigger constraints | — |