CDS
Is the boom turning into a downturn? Wall Street is buying up AI companies' "default insurance," with Oracle becoming the target of intense criticism.
There are signs that credit derivatives trading in companies that pay out indemnities in the event of default are surgi...
Stock
2026-01-12
Red light flashing! Morgan Stanley warns: Oracle CDS may surpass the peak of the financial crisis.
Morgan Stanley It is pointed out that oracle bone script The company's debt risk indicator hit a three-year high th...
Stock
2026-01-12
Reliving the subprime crisis? The CDS market is booming, and this time the protagonist is AI.
As tech giants race to borrow hundreds of billions of dollars to fuel AI investments, lenders and investors are increas...
Stock
2026-01-12
Oracle's trillion-dollar market capitalization was just a pipe dream: the risks behind the AI frenzy have become the "elephant in the room."
On September 10th, Eastern Time, [the company] announced a $300 billion artificial intelligence [project] with OpenAI. ...
Stock
2026-01-12
