The bond markets and equity markets appear to be taking different views on the sustainability of artificial intelligence. There are clear signs of stress in credit default swap (CDS) pricing -- the cost to insure against default -- for companies like Oracle (NYSE: ORCL). Yet, in general, stock markets have continued to invest in AI companies. Which side is right, and is AI in a bubble? Widening bond market skepticism Oracle's CDS pricing spiked in November. While bond markets can get jittery from time t ...