Morgan Stanley Warns Oracle Credit Protection Nearing Record High
A gauge of risk on Oracle debt β€œreached a three-year high in November,” reports Bloomberg.

β€œAnd things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree, according to Morgan Stanley.”

A funding gap, swelling balance sheet and obsolesce … ⌘ Read more

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