Veytics Intelligence
2026-10-15 · Seekingalpha

Credit stress in AI trade deepens as Oracle, CoreWeave CDS spreads hit record levels

[Artificial intelligence in finance and fintech concept. Magnifying glass with a white AI microchip graphic resting on a pile of US dollar bills for smart investment analysis.] Pakorn Supajitsoontorn/iStock via Getty Images The cost of insuring against U.S. tech defaults has climbed to record levels, signaling growing credit stress in the AI trade as investors question whether massive investments will generate returns quickly enough to service rising debt costs. Five-year credit default swap spreads for Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) widened 26 basis points overnight to a record 288 bps, Reuters reported, citing data from S&P Global Market Intelligence. Five-year spreads for SoftBank’s (SFTBY [https://seekingalpha.

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