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The most important chart in AI today? Oracle’s default swaps blow out
Yahoo Finance· 2025-11-18 18:19
Investing.com -- Shares in Oracle Corporation (NYSE:ORCL) are down as much as 37% from the record high set in September as investors turned wary of its debt-financed jump into artificial-intelligence infrastructure, with bond and credit-default‐swap (CDS) markets flashing caution. In layman’s terms, a CDS is insurance against a company going bust. When the price of that insurance jumps, investors are getting nervous. Investors dumped Oracle bonds after a report that the company plans to add about $38 bil ...