Oracle, is something going to happen? The credit default swaps have skyrocketed! If Oracle encounters issues, #AI tech companies might trigger significant volatility! 🧐

Currently, the bond market is significantly adjusting the "credit risk pricing" for #Oracle. From the chart, we can see that Oracle, as a high-quality publicly listed company in the US, usually maintains its CDS in the range of 30–50 bps, which is considered a safe zone comparable to government bonds.

In 2022, Oracle's CDS once surged to 120–140 bps, primarily due to the Federal Reserve's interest rate hikes, which led to a sell-off of tech company bonds.

This time, there are neither interest rate hikes nor a systemic liquidity crisis; the market is merely panicking due to concerns that excessive AI capital expenditures could lead to financial deterioration. This is something to be cautious about, as it is akin to the market conducting a balance sheet stress test for the AI sector. Hopefully, everything goes smoothly. 🧐

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