Bull Theory(@BullTheoryio):🚨Oracle might be in big trouble. Its credit default swaps just hit a record high, and its 2056 bonds are now yielding over 8% for the first time. Oracle is one downgrade away from junk status. If that happens, $120 billion of its bonds get automatically pulled from investment-grade indexes. This comes right after Oracle's force majeure notice on its New Mexico data center, and while long-term US yields are hitting multi-decade highs. This isn't just an Oracle problem. Credit default swaps are rising across Google, Microsoft, Amazon, Meta, Nvidia, and SpaceX too. The market is starting to worry about how this entire AI buildout is being financed.

2026.09.26 11:07

🚨Oracle might be in big trouble. Its credit default swaps just hit a record high, and its 2056 bonds are now yielding over 8% for the first time. Oracle is one downgrade away from junk status. If that happens, $120 billion of its bonds get automatically pulled from investment-grade indexes. This comes right after Oracle's force majeure notice on its New Mexico data center, and while long-term US yields are hitting multi-decade highs. This isn't just an Oracle problem. Credit default swaps are rising across Google, Microsoft, Amazon, Meta, Nvidia, and SpaceX too. The market is starting to worry about how this entire AI buildout is being financed.