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- Morgan Stanley warns Oracle credit protection nearing record high
Morgan Stanley warns Oracle its credit protection nearing record high The Oracle offices in Redwood City, Calif , in June 2025
- Morgan Stanley warns Oracle’s credit protection is nearing . . .
A gauge of risk on Oracle Corp ’s debt reached a threeyear high in November, and things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree, according to Morgan Stanley
- Morgan Stanley warns Oracle of near-record credit protection . . .
Morgan Stanley warns Oracle of near-record credit protection levelsBloomberg reported last month that the bank is offering a separate $38 billion financing package to help fund construction of data centers in Texas and Wisconsin developed by Vantage Data Centers The lenders involved in these Oracle-related construction loans are likely the primary driver of Oracle’s recent surge in credit
- Morgan Stanley Warns Oracle Debt Risk Could Hit 2008 Crisis . . .
Oracle's aggressive borrowing for AI expansion has raised credit risk concerns, causing Morgan Stanley to issue a warning
- Morgan Stanley Warns Oracle CDS Could Spike Toward 2008 . . .
Morgan Stanley has also revised its recommendation, advising investors to purchase standalone credit protection (CDS) rather than combining it with the company’s bonds, as was previously suggested This shift reflects a sharp increase in CDS market activity, driven largely by banks hedging construction loans for data centers linked to Oracle
- Why Oracle credit risk is 3-year high: AI spending pushes . . .
Oracle debt warning: Oracle Corp’s debt is flashing its strongest warning signal in three years, and Morgan Stanley says the pressure could intensify in 2026 unless the company moves quickly to calm investor fears over its massive artificial intelligence spending plans, as per a report Oracle’s Mounting Risks: Funding Gap, Balance Sheet, and Obsolescence According […]
- Morgan Stanley Warns Oracle Credit Protection Nearing Record . . .
A gauge of risk on Oracle debt "reached a three-year high in November," reports Bloomberg "And things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree, according to Morgan Stanley " A fundin
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