Oracle Default Fears Surge as Credit Swaps Spike – Is AI Taking Its Toll?

Postedabout 2 months agoActiveabout 2 months ago

moose_man

24 points

7 comments

economictimes.indiatimes.comOtherstory

skepticalnegative

Debate

40/100

OracleAI InvestmentsCredit Crisis

Key topics

Oracle

AI Investments

Credit Crisis

The article discusses Oracle's rising default fears due to a spike in credit swaps, with commenters speculating on the potential impact of AI investments and Oracle's business practices on its financial health.

Snapshot generated from the HN discussion

Discussion Activity

Light discussion

First comment

16m

Peak period

0-1h

Avg / period

2.3

Key moments

01Story posted
Nov 4, 2025 at 10:56 PM EST
about 2 months ago
Step 01
02First comment
Nov 4, 2025 at 11:12 PM EST
16m after posting
Step 02
03Peak activity
3 comments in 0-1h
Hottest window of the conversation
Step 03
04Latest activity
Nov 5, 2025 at 1:52 AM EST
about 2 months ago
Step 04

Generating AI Summary...

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Discussion (7 comments)

Showing 7 comments

ChrisArchitect

about 2 months ago

3 replies

Why are you submitting so much the last few days? Take it easy. Do we really need that many stories on the credit crisis etc?

moose_manAuthor

about 2 months ago

If it was a bunch of absurd AI hype would you care? Everyone is so hyped on speculation, I think it is important to point out the dangers. No one else will. It may help people make more informed decisions.

Anon1096

about 2 months ago

Slide threads are an age old tactic for pushing views onto others. It doesn't work quite as well on a voted board but as long as 1 of your threads stick you've achieved your goal.

add-sub-mul-div

about 2 months ago

We don't need this hall monitor shit.

GianFabien

about 2 months ago

It might be worse than just the AI investments. Oracle's client base are predominantly enterprises. When enterprises are cutting staff and expenses, they also look at reducing their licensing spends. Oracle has been very predatory with both Java and database licenses fees. I suspect that revenue from those areas is also likely to shrink.

indolering

about 2 months ago

God I hope the AI bubble bursting takes out a chunk of Ellison's wealth!

dh2022

about 2 months ago

Given Orcl stock is still pretty high and interest rates are also high it would have made more sense to fund the AI spree with stock…

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ID: 45818851Type: storyLast synced: 11/20/2025, 2:09:11 PM

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