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01.05.26 - 23:18
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KBRA Assigns a Rating of BBB to RD Michigan Property Owner I LLC′s $14 Billion Senior Secured Notes (Business Wire)
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NEW YORK--(BUSINESS WIRE)--#creditratingagency--KBRA assigns its BBB rating to RD Michigan Property Owner I LLC's $14 billion senior secured notes. The Outlook is Stable.
Related Digital and Blackstone (the sponsors) have formed the special-purpose entity RD Michigan Property Owner I LLC (the issuer) to finance the construction of a 974MW data center campus in Washtenaw County, Michigan, consisting of four buildings: the Core (Building 1), Compute 1 (Building 2), Compute 2 (Building 3), and Compute 3(Building 4). The campus is fully leased under four triple-net-leases (NNN) to Oracle America Cloud Services LLC, guaranteed by Oracle Corporation.
Key Credit Considerations
(+/-) Construction Risk
Construction, managed by Walbridge Aldinger, LLC, began in November 2025. All key permits have been secured, and all owner-furnished, contractor-installed (OFCI) equipment and final fit-out purchase orders have been procured. Contractor replacement costs are estimated at 7%-13% of the guaranteed maximum price (GMP)...
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30.04.26 - 21:00
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Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid (24/7 Wall St.)
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Shares of Super Micro Computer (NASDAQ:SMCI) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI) server maker. SMCI stock is up 25% in April, recovering from a brutal stretch that included an Oracle (NASDAQ:ORCL) contract cancellation and a swarm of legal filings. ... Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector's Comeback Kid...
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30.04.26 - 17:12
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Oracle’s Recent Pullback Creates a Compelling Entry Point for Long-Term Investors (24/7 Wall St.)
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Oracle (NYSE: ORCL) has been one of the most volatile mega-caps in the market over the past year, surging from the $130s into the $300s before unwinding back to the mid-$160s. With AI-driven cloud demand exploding and the stock trading well below its 52-week high, the setup looks attractive heading into fiscal Q4 results. Our ... Oracle's Recent Pullback Creates a Compelling Entry Point for Long-Term Investors...
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29.04.26 - 21:00
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Oracle’s OpenAI-Linked Selloff Might Be Noise. Is It Time to Buy? (24/7 Wall St.)
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Oracle (NYSE:ORCL) shares are trading at $162.90 while the Wall Street consensus price target sits at $243.23, leaving an implied upside of roughly 49% between current levels and analyst expectations. Oracle has transformed from a legacy database vendor into one of the most aggressive AI infrastructure builders, with IaaS revenue surging 84% year over year ... Oracle's OpenAI-Linked Selloff Might Be Noise. Is It Time to Buy?...
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29.04.26 - 02:24
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Oracle moves Supermicro orders to Taiwan, elevating local server makers (Digitimes)
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Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not only expanded its supplier network but is also reportedly reallocating orders originally assigned to Supermicro to Taiwanese firms, further boosting their strategic importance....
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