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Oracle Default Risk Flares to Near Three-Year High

(2025-11-20 19:16:09) 下一个

From the Bloomberg article on how Oracle Corp., the once stodgy database giant thats borrowed tens of billions and tethered its fortunes to the artificial intelligence boom, is quickly emerging as the credit markets barometer for AI risk and how its CDS (chart below) has become the markets preferred way to hedge and bet against the AI boom

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