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ORACLE'S DEFAULT RISK JUST PASSED 2008 LEVELS.

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The post leverages a high-stakes financial topic (default risk of a major tech company) and uses celebrity imagery from popular movies to capture attention, creating a sense of urgency and intrigue that encourages swiping.

Summary

This photo post discusses Oracle's increasing default risk, highlighting its massive borrowing for AI data centers and JPMorgan's new basket to bet against several tech giants' debt. It concludes by urging viewers to subscribe to a newsletter for more financial news.

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Oracle’s 5-year credit default swap spread — the cost of insuring against the company defaulting on its debt — hit roughly 198 basis points this week, according to Bloomberg data, the highest level ever recorded and above the peak reached during the 2008 financial crisis. The spread has quadrupled since mid-2025 as Oracle takes on massive debt, including an $18 billion bond sale and plans to raise up to $50 billion more, to fund AI data center commitments for clients including OpenAI, Meta, and xAI. Oracle now carries about $120 billion in bonds, making it the largest non-bank issuer in the Bloomberg US high-grade corporate bond index. Its CDS has become the market’s preferred instrument for betting against AI infrastructure debt broadly — JPMorgan now offers a basket product covering Oracle alongside Google, Amazon, Meta, and Microsoft. Rising CDS spreads don’t mean default is imminent, but they show lenders demanding record compensation for the risk. Follow for daily business and market news #oracle #oracleai #stockupdate #stockupdates #businessnews