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fromFortune
15 hours ago

Oracle defused 'the key risk going into 2026,' BofA argues, but the market isn't buying it | Fortune

"Every morning the opening screen on my Bloomberg is what's going on with CDS spreads on Oracle debt," Morgan Stanley Wealth Management CIO Lisa Shalett told Fortune in October, seeming to speak for a market that was increasingly worried about the bursting of a bubble in artificial intelligence (AI).
Business
Business
fromFortune
1 month ago

'Big Short' investor Michael Burry piles misery onto tech stocks after Oracle fails to close AI debt deal | Fortune

Tech-led market weakness lowered the S&P 500 after Michael Burry highlighted stocks' outsized share of household wealth and Oracle's failed funding raised debt concerns.
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