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Oracle Credit Protection Hits Fresh High on AI Bubble Fear
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November 24, 2025
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6:53Now PlayingThe cost of protecting Oracle’s debt against default reached a fresh multi-year high on Monday amid investor scrutiny of the debt spree to finance artificial intelligence investments. The price of five-year credit default swaps on the company’s debt, which increases as worries grow, rose to about 1.19 percentage point a year early Monday, according to ICE Data Services. That’s the highest since Oct. 2022, and amounts to around $119,000 for every $10 million of principal protected. Bloomberg Intelligence Senior Technology Credit Analyst Robert Schiffman joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec.
The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday amid investor scrutiny of the debt spree to finance artificial intelligence investments.
The price of five-year credit default swaps on the company’s debt, which increases as worries grow, rose to about 1.19 percentage point a year early Monday, according to ICE Data Services. That’s the highest since Oct. 2022, and amounts to around $119,000 for every $10 million of principal protected
Shares are up 1.4%, bouncing from an early fall
Investor nervousness is a positive development that should diminish excess in the market, according to Ed Yardeni, chief investment officer and founder of Yardeni Research
“I’m glad to see that the markets are disciplining,” said Yardeni on Bloomberg TV on Monday
With tech firms expected to turn to debt markets to raise as much as $1.5 trillion by 2028 to fund expansion in AI infrastructure including data centers, spreads could widen across the whole market, according to Morgan Stanley
Bond buyers are starting to worry about being compensated for the risks of a bubble in the sector, given recent turmoil in tech stocks
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