BREAKING
Oracle Credit-Default Swaps Hit Record
0
CDS on Jul 17
0
Previous peak
0
B
Raised FY2026
0
B
Total borrowings
0
B
Capex FY2026
0
B
Perf. obligations
0
%
YoY growth
0
%
Shares in 2026
Cheap Chinese Models Close In
US frontier
Costly
●
Claude Opus 4.8
●
GPT-5.5
●
Backs Oracle contracts
Z.ai GLM-5.2
~1/6 cost
●
Open-weight MIT license
●
~1pt off on FrontierSWE
●
Kimi K3 also rising
Returns Still Unproven
AI NEWS BLITZ
Oracle's credit risk gauge just climbed to a fresh all-time high, rattling investors.