U.S. stock market anomaly | Oracle (ORCL.US) plunges nearly 5%, up 38% for the month.

According to the Wisdom Finance APP, on Tuesday, Oracle (ORCL.US) fell by nearly 5%, with a cumulative increase of 38% in the month, now trading at $313.60. Recently, Moody's pointed out several risks hidden in the approximately $300 billion AI contract signed by Oracle, but did not take any rating action on this software giant (neither downgrading the rating nor adjusting the outlook). However, analysts reiterated the risks listed when Oracle's rating outlook was lowered from "stable" to "negative" in July: Oracle's business model is highly reliant on large commitments from a few artificial intelligence companies, posing significant "counterparty risk" - a risk that is particularly critical in project financing, especially when revenue is highly dependent on a single customer. Currently, Oracle's Moody's issuer rating is Baa2, at the lower end of investment-grade credit ratings.