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2025-11-24

Give me an update on analysts recommendations for IREN

Stock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies

2025-11-18

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2025-11-04

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2025-10-31

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E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"Give me an update on analysts recommendations for IREN","listText":"Give me an update on analysts recommendations for IREN","text":"Give me an update on analysts recommendations for IREN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503555105940248","repostId":"1140430171","repostType":2,"repost":{"id":"1140430171","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1763739789,"share":"https://ttm.financial/m/news/1140430171?lang=en_US&edition=fundamental","pubTime":"2025-11-21 23:43","market":"hk","language":"en","title":"Stock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1140430171","media":"Stock Track","summary":"IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a...","content":"<p>IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a broader selloff in AI-related stocks, despite initial optimism following Nvidia's strong earnings report earlier in the week.</p>\n\n<p>The steep decline in IREN's stock price can be attributed to several factors. First, investors appear to be engaging in profit-taking after the initial AI rally sparked by Nvidia's record-breaking data-center revenue results. Additionally, macroeconomic concerns have weighed heavily on high-growth tech stocks. A stronger-than-expected jobs report has lowered the probability of a December rate cut, raising concerns about higher borrowing costs that could disproportionately affect companies in the AI sector.</p>\n\n<p>Market analysts suggest that the ongoing selloff reflects a broader reassessment of AI stock valuations. Despite Nvidia CEO Jensen Huang's optimistic projection of a $3-4 trillion addressable market for AI infrastructure by 2030, investors have grown increasingly cautious. The dramatic reversal in IREN's stock price, which had initially surged by 10% at market open on Thursday before turning negative, underscores the volatile nature of AI-related investments in the current market environment.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-11-21 23:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a broader selloff in AI-related stocks, despite initial optimism following Nvidia's strong earnings report earlier in the week.</p>\n\n<p>The steep decline in IREN's stock price can be attributed to several factors. First, investors appear to be engaging in profit-taking after the initial AI rally sparked by Nvidia's record-breaking data-center revenue results. Additionally, macroeconomic concerns have weighed heavily on high-growth tech stocks. A stronger-than-expected jobs report has lowered the probability of a December rate cut, raising concerns about higher borrowing costs that could disproportionately affect companies in the AI sector.</p>\n\n<p>Market analysts suggest that the ongoing selloff reflects a broader reassessment of AI stock valuations. Despite Nvidia CEO Jensen Huang's optimistic projection of a $3-4 trillion addressable market for AI infrastructure by 2030, investors have grown increasingly cautious. The dramatic reversal in IREN's stock price, which had initially surged by 10% at market open on Thursday before turning negative, underscores the volatile nature of AI-related investments in the current market environment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IREN":"IREN Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140430171","content_text":"IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a broader selloff in AI-related stocks, despite initial optimism following Nvidia's strong earnings report earlier in the week.\nThe steep decline in IREN's stock price can be attributed to several factors. First, investors appear to be engaging in profit-taking after the initial AI rally sparked by Nvidia's record-breaking data-center revenue results. Additionally, macroeconomic concerns have weighed heavily on high-growth tech stocks. A stronger-than-expected jobs report has lowered the probability of a December rate cut, raising concerns about higher borrowing costs that could disproportionately affect companies in the AI sector.\nMarket analysts suggest that the ongoing selloff reflects a broader reassessment of AI stock valuations. Despite Nvidia CEO Jensen Huang's optimistic projection of a $3-4 trillion addressable market for AI infrastructure by 2030, investors have grown increasingly cautious. The dramatic reversal in IREN's stock price, which had initially surged by 10% at market open on Thursday before turning negative, underscores the volatile nature of AI-related investments in the current market environment.","news_type":1,"symbols_score_info":{"IREN":1}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501549652611328,"gmtCreate":1763458290563,"gmtModify":1763458765831,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"How will coreweave's current share price influence Nivada Q3 report","listText":"How will coreweave's current share price influence Nivada Q3 report","text":"How will coreweave's current share price influence Nivada Q3 report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501549652611328","repostId":"1128479937","repostType":2,"repost":{"id":"1128479937","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1763406070,"share":"https://ttm.financial/m/news/1128479937?lang=en_US&edition=fundamental","pubTime":"2025-11-18 03:01","market":"sg","language":"en","title":"Stock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective","url":"https://stock-news.laohu8.com/highlight/detail?id=1128479937","media":"Stock Track","summary":"CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest...","content":"<p>CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest drop comes on the heels of a 26% decline last week, marking the company's worst weekly performance since its IPO earlier this year.</p>\n\n<p>The selloff in CoreWeave's stock reflects a broader shift in investor sentiment towards AI-related companies. Despite the ongoing AI infrastructure investment boom, market participants are becoming increasingly discerning about potential beneficiaries. Companies with robust balance sheets and strong cash flows are now favored, while heavily indebted or speculative plays face rejection.</p>\n\n<p>Joe Tigay, portfolio manager at Rational Equity Armor Fund, which holds multiple AI-related stocks, commented on the trend: \"Markets are reassessing previously high-flying names with weak cash flows, and they're getting hammered.\" This reassessment has led to a stark divergence in the performance of different AI-related stocks. While CoreWeave struggles, companies like Micron Technology Inc. (MU) have seen their shares hit record highs, benefiting from surging AI-driven demand and strong profit projections.</p>\n\n<p>The contrast between CoreWeave's performance and that of more established players in the AI space highlights the evolving landscape of AI investments. As the market matures, investors are increasingly focused on companies with proven business models and the financial stability to capitalize on the AI boom without resorting to unsustainable levels of debt. For CoreWeave and similar companies, this shift in sentiment poses significant challenges as they attempt to maintain investor confidence in an increasingly competitive and scrutinized market.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-11-18 03:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest drop comes on the heels of a 26% decline last week, marking the company's worst weekly performance since its IPO earlier this year.</p>\n\n<p>The selloff in CoreWeave's stock reflects a broader shift in investor sentiment towards AI-related companies. Despite the ongoing AI infrastructure investment boom, market participants are becoming increasingly discerning about potential beneficiaries. Companies with robust balance sheets and strong cash flows are now favored, while heavily indebted or speculative plays face rejection.</p>\n\n<p>Joe Tigay, portfolio manager at Rational Equity Armor Fund, which holds multiple AI-related stocks, commented on the trend: \"Markets are reassessing previously high-flying names with weak cash flows, and they're getting hammered.\" This reassessment has led to a stark divergence in the performance of different AI-related stocks. While CoreWeave struggles, companies like Micron Technology Inc. (MU) have seen their shares hit record highs, benefiting from surging AI-driven demand and strong profit projections.</p>\n\n<p>The contrast between CoreWeave's performance and that of more established players in the AI space highlights the evolving landscape of AI investments. As the market matures, investors are increasingly focused on companies with proven business models and the financial stability to capitalize on the AI boom without resorting to unsustainable levels of debt. For CoreWeave and similar companies, this shift in sentiment poses significant challenges as they attempt to maintain investor confidence in an increasingly competitive and scrutinized market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128479937","content_text":"CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest drop comes on the heels of a 26% decline last week, marking the company's worst weekly performance since its IPO earlier this year.\nThe selloff in CoreWeave's stock reflects a broader shift in investor sentiment towards AI-related companies. Despite the ongoing AI infrastructure investment boom, market participants are becoming increasingly discerning about potential beneficiaries. Companies with robust balance sheets and strong cash flows are now favored, while heavily indebted or speculative plays face rejection.\nJoe Tigay, portfolio manager at Rational Equity Armor Fund, which holds multiple AI-related stocks, commented on the trend: \"Markets are reassessing previously high-flying names with weak cash flows, and they're getting hammered.\" This reassessment has led to a stark divergence in the performance of different AI-related stocks. While CoreWeave struggles, companies like Micron Technology Inc. (MU) have seen their shares hit record highs, benefiting from surging AI-driven demand and strong profit projections.\nThe contrast between CoreWeave's performance and that of more established players in the AI space highlights the evolving landscape of AI investments. As the market matures, investors are increasingly focused on companies with proven business models and the financial stability to capitalize on the AI boom without resorting to unsustainable levels of debt. For CoreWeave and similar companies, this shift in sentiment poses significant challenges as they attempt to maintain investor confidence in an increasingly competitive and scrutinized market.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496515990078120,"gmtCreate":1762242147726,"gmtModify":1762243290556,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"How can I invest in G42 in abudhabi","listText":"How can I invest in G42 in abudhabi","text":"How can I invest in G42 in abudhabi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496515990078120","repostId":"2580216583","repostType":2,"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494940321833064,"gmtCreate":1761865935584,"gmtModify":1761873884775,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494940321833064","repostId":"1150384092","repostType":2,"repost":{"id":"1150384092","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1761813296,"share":"https://ttm.financial/m/news/1150384092?lang=en_US&edition=fundamental","pubTime":"2025-10-30 16:34","market":"hk","language":"en","title":"AI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage","url":"https://stock-news.laohu8.com/highlight/detail?id=1150384092","media":"Deep News","summary":"Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This...","content":"<p>Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.</p>\n<p>Latest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.</p>\n<p>This trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.</p>\n<p>Market analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.</p>\n<p>**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.</p>\n<p>**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.</p>\n<p>Nicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.</p>\n<p>**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.</p>\n<p>While Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-30 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.</p>\n<p>Latest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.</p>\n<p>This trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.</p>\n<p>Market analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.</p>\n<p>**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.</p>\n<p>**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.</p>\n<p>Nicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.</p>\n<p>**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.</p>\n<p>While Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4581":"高盛持仓","BK4543":"AI","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - 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This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.\nLatest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.\nThis trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.\nMarket analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.\n**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.\n**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.\nNicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.\n**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.\nWhile Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":503555105940248,"gmtCreate":1763946771566,"gmtModify":1763950181771,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"Give me an update on analysts recommendations for IREN","listText":"Give me an update on analysts recommendations for IREN","text":"Give me an update on analysts recommendations for IREN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503555105940248","repostId":"1140430171","repostType":2,"repost":{"id":"1140430171","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1763739789,"share":"https://ttm.financial/m/news/1140430171?lang=en_US&edition=fundamental","pubTime":"2025-11-21 23:43","market":"hk","language":"en","title":"Stock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1140430171","media":"Stock Track","summary":"IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a...","content":"<p>IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a broader selloff in AI-related stocks, despite initial optimism following Nvidia's strong earnings report earlier in the week.</p>\n\n<p>The steep decline in IREN's stock price can be attributed to several factors. First, investors appear to be engaging in profit-taking after the initial AI rally sparked by Nvidia's record-breaking data-center revenue results. Additionally, macroeconomic concerns have weighed heavily on high-growth tech stocks. A stronger-than-expected jobs report has lowered the probability of a December rate cut, raising concerns about higher borrowing costs that could disproportionately affect companies in the AI sector.</p>\n\n<p>Market analysts suggest that the ongoing selloff reflects a broader reassessment of AI stock valuations. Despite Nvidia CEO Jensen Huang's optimistic projection of a $3-4 trillion addressable market for AI infrastructure by 2030, investors have grown increasingly cautious. The dramatic reversal in IREN's stock price, which had initially surged by 10% at market open on Thursday before turning negative, underscores the volatile nature of AI-related investments in the current market environment.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | IREN Ltd Plummets 8.40% as AI Stock Selloff Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-11-21 23:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a broader selloff in AI-related stocks, despite initial optimism following Nvidia's strong earnings report earlier in the week.</p>\n\n<p>The steep decline in IREN's stock price can be attributed to several factors. First, investors appear to be engaging in profit-taking after the initial AI rally sparked by Nvidia's record-breaking data-center revenue results. Additionally, macroeconomic concerns have weighed heavily on high-growth tech stocks. A stronger-than-expected jobs report has lowered the probability of a December rate cut, raising concerns about higher borrowing costs that could disproportionately affect companies in the AI sector.</p>\n\n<p>Market analysts suggest that the ongoing selloff reflects a broader reassessment of AI stock valuations. Despite Nvidia CEO Jensen Huang's optimistic projection of a $3-4 trillion addressable market for AI infrastructure by 2030, investors have grown increasingly cautious. The dramatic reversal in IREN's stock price, which had initially surged by 10% at market open on Thursday before turning negative, underscores the volatile nature of AI-related investments in the current market environment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IREN":"IREN Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140430171","content_text":"IREN Ltd, a key player in the AI infrastructure sector, saw its stock plummet by 8.40% during Friday's trading session, extending its losses from the previous day. This significant drop comes amid a broader selloff in AI-related stocks, despite initial optimism following Nvidia's strong earnings report earlier in the week.\nThe steep decline in IREN's stock price can be attributed to several factors. First, investors appear to be engaging in profit-taking after the initial AI rally sparked by Nvidia's record-breaking data-center revenue results. Additionally, macroeconomic concerns have weighed heavily on high-growth tech stocks. A stronger-than-expected jobs report has lowered the probability of a December rate cut, raising concerns about higher borrowing costs that could disproportionately affect companies in the AI sector.\nMarket analysts suggest that the ongoing selloff reflects a broader reassessment of AI stock valuations. Despite Nvidia CEO Jensen Huang's optimistic projection of a $3-4 trillion addressable market for AI infrastructure by 2030, investors have grown increasingly cautious. The dramatic reversal in IREN's stock price, which had initially surged by 10% at market open on Thursday before turning negative, underscores the volatile nature of AI-related investments in the current market environment.","news_type":1,"symbols_score_info":{"IREN":1}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501549652611328,"gmtCreate":1763458290563,"gmtModify":1763458765831,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"How will coreweave's current share price influence Nivada Q3 report","listText":"How will coreweave's current share price influence Nivada Q3 report","text":"How will coreweave's current share price influence Nivada Q3 report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501549652611328","repostId":"1128479937","repostType":2,"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496515990078120,"gmtCreate":1762242147726,"gmtModify":1762243290556,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"How can I invest in G42 in abudhabi","listText":"How can I invest in G42 in abudhabi","text":"How can I invest in G42 in abudhabi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496515990078120","repostId":"2580216583","repostType":2,"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494940321833064,"gmtCreate":1761865935584,"gmtModify":1761873884775,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494940321833064","repostId":"1150384092","repostType":2,"repost":{"id":"1150384092","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1761813296,"share":"https://ttm.financial/m/news/1150384092?lang=en_US&edition=fundamental","pubTime":"2025-10-30 16:34","market":"hk","language":"en","title":"AI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage","url":"https://stock-news.laohu8.com/highlight/detail?id=1150384092","media":"Deep News","summary":"Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This...","content":"<p>Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.</p>\n<p>Latest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.</p>\n<p>This trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.</p>\n<p>Market analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.</p>\n<p>**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.</p>\n<p>**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.</p>\n<p>Nicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.</p>\n<p>**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.</p>\n<p>While Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-30 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.</p>\n<p>Latest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.</p>\n<p>This trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.</p>\n<p>Market analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.</p>\n<p>**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.</p>\n<p>**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.</p>\n<p>Nicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.</p>\n<p>**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.</p>\n<p>While Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4581":"高盛持仓","BK4543":"AI","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - 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This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.\nLatest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.\nThis trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.\nMarket analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.\n**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.\n**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.\nNicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.\n**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.\nWhile Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}