Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...

Oracle's credit-default swaps are trading at levels unseen since the financial crisis. Oracle's earnings report last week didn't do much to soothe concerns about how the company will fund its ...

CDS trading for US tech companies has increased by 90% since September, as investors hedge against AI-related debt risks. Oracle’s CDS activity has tripled this year, with costs at their highest since ...

If you remember the film “The Big Short” (or, more likely, get served 60-second clips of it regularly on YouTube Shorts), then you’ll probably remember the term “credit default swap.” It’s the tool ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...

A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...

Saba Capital Management has recently increased the amount of credit default swaps on big tech firms it sells to banks as capital expenditures related to artificial intelligence infrastructure have ...

The cost of protecting Oracle Corp.’s debt against default is surging by the most since 2021, as jittery investors and lenders rush to hedge against the billions of dollars the software giant is ...

The latest update is out from FS Global Credit Opportunities Fund ( (FSCO)). On November 13, 2025, FS Credit Opportunities Corp. entered into a share swap agreement with Nomura Global Financial ...

NEW YORK, Nov 10 (Reuters) - Spreads on U.S. government credit default swaps (CDS), market-based gauges of the risk of a sovereign default, ticked lower on Monday amid market optimism that the longest ...