Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
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Oracle default fears surge as credit swaps spike to 2-year high - is AI taking its toll?
Oracle is rattling credit markets. The company’s default risk has surged as its credit-default swaps (CDS) — the cost of insuring its debt — spiked to their highest level in two years. Traders say the ...
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
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