Tech credit risk rises as Oracle CDS hits cycle high, Nvidia spreads widen (ORCL:NYSE)

After Plummeting 37% This Year, Is Oracle Stock a Buy Now?

Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.

Oracle Credit Risk Hits Near 18-Year High on AI Debt Load Angst

The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday while its existing bonds sold off, as doubts grew over whether the company’s massive investments in artificial intelligence will pay off.

Tech credit risk rises as Oracle CDS hits cycle high, Nvidia spreads widen (ORCL:NYSE)

Oracle (ORCL) debt страхуване скача до многогодишен връх: 5-год. CDS 196.6 б.п., акции -37% YTD.

Oracle’s $300 Billion OpenAI Bet Divides Two Markets as Credit Risk Surges

The tale of Oracle’s stock in 2025 is really two stories running on parallel tracks that rarely intersect. One track belongs to equity analysts, who still see the shares roughly doubling from current levels. The other belongs to bond investors, who have been pricing in growing financial distress for months. The gap between these two […] The post Oracle’s $300 Billion OpenAI Bet Divides Two Markets as Credit Risk Surges appeared first on NewsCase.