Oracle Default Risk Flares to Near Three-Year High

来源: lionhill 于 2025-11-20 19:16:09 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (516 bytes)

 

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

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