Oracle's Massive AI Spending Drives Credit Stress As Hedging Costs Near Record, Morgan Stanley Warns

Oracle's Massive AI Spending Drives Credit Stress As Hedging Costs Near Record, Morgan Stanley Warns

27 November, 20254 sources compared
Business

Key Points from 4 News Sources

  1. 1

    Oracle's debt-risk gauge (CDS) reached a three-year high in November

  2. 2

    Morgan Stanley warns credit stress will worsen in 2026 without assuaging AI-spending concerns

  3. 3

    Massive AI spending created a funding gap, swollen balance sheet, and obsolescence risk

Full Analysis Summary

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Oracle AI and Credit Risks

Suggested article structure to be filled once sources are supplied: start with a headline and a short overview tying Oracle's AI investments to Morgan Stanley's warning.

Next, provide details from Morgan Stanley's analysis, including what it says about credit stress and hedging costs.

Then cover market and issuer reaction, such as movements in credit spreads and investor hedging behavior.

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All 4 Sources Compared

Los Angeles Times

Morgan Stanley warns Oracle its credit protection nearing record high

Read Original

The Economic Times

AI spending pushes Oracle credit risk to 3-year peak: Here's why Morgan Stanley warns 2026 could be worse

Read Original

Yahoo Finance

Yahoo Finance

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富途牛牛

Red alert! Morgan Stanley warns: Oracle's CDS may surge past the peak levels seen during the financial crisis.

Read Original