Oracle and CoreWeave CDS up 30% in a month, credit markets now betting against the AI boom. Imagine if Oracle went poof ala Enron style?
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton …