Oracle CDS hits record 300bps, called first AI trade domino after Barclays sell downgrade
arthurcolle · x · 2026-10-18
ZeroHedge notes that after Barclays downgraded Oracle's debt to Sell, Oracle's CDS spread spiked to a record 300bps, up from 75bps last November — making it the biggest credit hit so far in the unwind of the AI trade, with a chart showing a steady year-long climb and a warning that "this is just the start."
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