Nov 27, 2025 · Morgan Stanley warns Oracle its credit protection nearing record high The Oracle offices in Redwood City, Calif., in June 2025.

Nov 27, 2025 · A funding gap, swelling balance sheet and obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the …

Nov 27, 2025 · Larry Ellison, Oracle’s chairman of the board, is backing his son David Ellison’s bid to acquire Warner Bros Discovery, which is also considering offers from Netflix and Comcast. Mutua …

Nov 29, 2025 · The credit default swaps could break through 1.5 percentage points in the near term and could approach 2 percentage points if communicat­ion around its financing strategy remains limited …

6 days ago · Morgan Stanley now warns that Oracle’s total financial obligations — including bonds and long-term data-center leases — could almost triple to $290 billion by FY2028. What makes the …

Dec 1, 2025 · For reference, Oracle's default swaps hit a record 1.98 percentage points during the 2008 financial crisis. Oracle declined to comment on the assessment or the recent trading in its credit …

Dec 2, 2025 · Oracle is talking real money; they're borrowing $1.64B each working day. Mr. Market is skeptical that the real money is going to be repaid, as Caleb Mutua reports in Morgan Stanley Warns …