zerohedge(@zerohedge):Sept 24: Barclays "[The Oracle Force Majeure] is neutral from a credit perspective, in our view, given the possible capex offsets, and we do not believe ORCL spreads should move in any meaningful way on the headline today." Sept 25: ORCL CDS blows out +10 to a record 237bps

2026.09.26 03:21

Sept 24: Barclays "[The Oracle Force Majeure] is neutral from a credit perspective, in our view, given the possible capex offsets, and we do not believe ORCL spreads should move in any meaningful way on the headline today." Sept 25: ORCL CDS blows out +10 to a record 237bps