The debt risk indicator (CDS) for Oracle has reached its highest level since March 2009, at approximately 1.281 percentage points (implying an annualized default probability of around 2%). The upcoming earnings call next week will need to address a key question: Is the actual return on AI significantly outpacing the growth rate of capital expenditure? $Oracle(ORCL.US)$Coreweave(CRWV.US)
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