Why Is Oracle (ORCL) Stock Price Down 5.23% Today, Sep 1? AI Infrastructure Debt Worries Weigh on Shares

Oracle shares fell 5.23% as a global bond selloff pushed Treasury yields higher, sharpening investor focus on the funding cost of Oracle's debt-heavy AI cloud buildout. With capex and external financing elevated, higher long-end rates increase valuation sensitivity and near-term scrutiny of free-cash-flow dynamics even amid strong backlog. The move also reflects broader weakness in cloud/AI infrastructure equities during the rate-driven risk-off session.