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OracleOracle(US:ORCL) Nick Szabo·2025-11-02 23:34

Credit Risk - Oracle's 5-year Credit Default Swap (CDS) surged to 81 basis points, the highest in 2 years [1] - Credit traders are increasing protection against Oracle defaulting on its debt at the fastest pace since 2023 [1] Financial Sustainability - The report questions Oracle's ability to sustain its aggressive AI buildout [1]