ORCL CDS got discombobulated today: 15bps as credit leaving B and entering triple hooks. Downgrade to junk now not if bu

ORCL CDS got discombobulated today: 15bps as credit leaving B and entering triple hooks. Downgrade to junk now not if bu | Hanami

ORCL CDS got discombobulated today: 15bps as credit leaving B and entering triple hooks. Downgrade to junk now not if but when, pushing $120BN over the fallen angel cliff. Stock mostly unaware.

Market is saying Project Jupiter won't happen stranding $1TN Openai deliverables https://t.co/zmJBQKVqFE