By Nick Lichtenberg,Eva Roytburg
Publication Date: 2026-02-03 20:49:00
“Every morning on the opening screen of my Bloomberg you can see what’s going on with the CDS spreads oracle Debts,” Morgan Stanley Wealth Management CIO Lisa Shalett told Assets in OctoberThis seems to speak to a market that is increasingly worried about an artificial intelligence (AI) bubble bursting. CDS, as students of the 2008 financial crisis know, stands for “credit default swaps,” a financial instrument used to hedge against huge piles of debt elsewhere in the market. And the reason Shalett singled out Oracle CDS was because the software giant founded by Larry Ellison stands out as a relative anomaly among the “hyperscaler” companies that are driving billions in data center investments because they are simply too heavily indebted.
When people start to worry about Oracle’s solvency,” Shalett said Assets“That will be an early sign for us that people are getting nervous.”
For this reason Bank of America Research wrote on Tuesday that “the lack of clarity about…”