Short Oracle To Hedge AI Credit Risk? Expert Explains 'Cheap Proxy' Trade For Broader AI Sector Risks - Oracle (NYSE:ORCL)

Wall Street investors wary of a credit bubble in the artificial intelligence (AI) sector are turning to an unexpected hedging strategy: shorting Oracle Corp. (NYSE:ORCL) , according to Ali Meli, CIO of Monachil Capital Partners.Check out ORCL’s stock price here.The ‘Cheap Proxy’ TradeSpeaking to Yahoo Finance, Meli argued that Oracle has emerged as a “cheap proxy” for investors looking to bet against the credit risks of smaller, private AI infrastructure firms like CoreWeave Inc. (NASDAQ:CRWV) .While concer ...