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350 Morgan Stanley Warns Oracle Credit Protection Nearing Record High

Slashdot
EditorDavid @ Slashdot · 11/30/2025 14:35 EDT

Morgan Stanley Warns Oracle Credit Protection Nearing Record High

A gauge of risk on Oracle debt "reached a three-year high in November," reports Bloomberg.

"And 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 obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the brokerage.

The cost of insuring Oracle's

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