Could this be a barometer for the "AI bubble"?

Wallstreetcn
2025.11.02 00:55
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The market is closely monitoring the CDS prices of Oracle bonds. Wall Street credit traders are accelerating their purchases of credit default swaps (CDS) for Oracle Corporation, betting that the tech giant's aggressive AI infrastructure investments may trigger debt risks. This movement is seen as an early warning signal for the most vulnerable segment of the AI bubble, and the performance of Oracle bonds may become a key indicator of whether the entire AI investment frenzy can be sustained

The market is closely watching the CDS prices of Oracle bonds.

Wall Street credit traders are accelerating their purchases of credit default swaps (CDS) on Oracle Corporation, betting that the tech giant's aggressive AI infrastructure investments may trigger debt risks. This movement is seen as an early warning signal for the most vulnerable segment of the AI bubble, and the performance of Oracle bonds may become a key indicator of whether the entire AI investment frenzy can be sustained.

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