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Oracle's own 'code red' AI moment
Business Standard
|December 13, 2025
The cost of insuring Oracle's debt against the risk of default has increased after its latest earnings reignited concerns about its investment in AI and the resulting borrowing surge to fund it.
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Investors, now, grow anxious that its bet on AI may not pay off.
Trading in Oracle credit default swaps (CDS), which exploded in the last year and are near their most expensive on record, tells a less upbeat story than its shares.
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Cette histoire est tirée de l'édition December 13, 2025 de Business Standard.
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