Oracle ($ORCL) is down 5.10% today at $179.04, reflecting market concerns over its $127B debt, with $25B due in three years, and a perceived hesitancy from lenders like Blue Owl ($OWL) regarding its datacenter deals. This situation is contributing to a broader AI sector sell-off due to fears of over-leveraged companies and potential ROI issues on capital expenditures. Investors should monitor Oracle's ability to convert its $500B RPO into revenue to address debt obligations, as positive free cash flow isn't expected until 2028.