Oracle’s CDS has surged sharpl

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Oracle’s CDS has surged sharply since mid-2025, driven by aggressive AI/cloud capex, rising debt, and execution concerns, with spreads near post-2009 highs and elevated trading volumes.

Google’s CDS has modestly widened in 2025 (led by AI capex concerns) but stayed well contained versus peers, reflecting its strong balance sheet, robust FCF, and top-tier credit profile.

Relative Context

Google CDS remains among the lowest for large tech, reflecting its:

- Net cash position (vs net debt at peers)

- Diversified revenue streams

- Strong free cash flow generation

- Conservative leverage metrics

goog are brilliant

The market is not confident to Oracle. Is it risky?

# Alphabet Hits $4T: Is $400 Possible in 2026?

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Eason8668
·01-13
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搞半天你是一个托，什么玩意。
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- LanlanCC:
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  01-13
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Jo55
·01-15
Great article, would you like to share it?
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Is it risky?&nbsp;</body></html>","htmlText":"<html><head></head><body>Oracle’s CDS has surged sharply since mid-2025, driven by aggressive AI/cloud capex, rising debt, and execution concerns, with spreads near post-2009 highs and elevated trading volumes.\n \nGoogle’s CDS has modestly widened in 2025 (led by AI capex concerns) but stayed well contained versus peers, reflecting its strong balance sheet, robust FCF, and top-tier credit profile.\n \nRelative Context\nGoogle CDS remains among the lowest for large tech, reflecting its:\n- Net cash position (vs net debt at peers)\n- Diversified revenue streams\n- Strong free cash flow generation\n- Conservative leverage metrics\n \n \ngoog are brilliant\nThe market is not confident to Oracle. Is it risky?&nbsp;</body></html>","text":"Oracle’s CDS has surged sharply since mid-2025, driven by aggressive AI/cloud capex, rising debt, and execution concerns, with spreads near post-2009 highs and elevated trading volumes. Google’s CDS has modestly widened in 2025 (led by AI capex concerns) but stayed well contained versus peers, reflecting its strong balance sheet, robust FCF, and top-tier credit profile. Relative Context Google CDS remains among the lowest for large tech, reflecting its: - Net cash position (vs net debt at peers) - Diversified revenue streams - Strong free cash flow generation - Conservative leverage metrics goog are brilliant The market is not confident to Oracle. 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