Morgan Stanley warns that Oracle's credit default swap costs have reached a three-year high, prompting the company to address in
30 Nov 2025, 12:26
Morgan Stanley warns that Oracle's credit default swap costs have reached a three-year high, prompting the company to address investor concerns. The firm’s substantial investments in AI have contributed to a rapid increase in debt levels. Analysts highlight parallels to the dot-com bubble, with investor optimism driven by anticipated exponential growth despite potential profitability issues. Michael Burry, who is currently shorting the "AI bubble," comments on the market dynamics.