Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line

Source: press CNBC•

Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line

The New York Stock Exchange welcomes executives and guests of Oracle (NYSE: ORCL) to the podium on Sept. 9th, 2026. Oracle bonds are sitting dangerously close to junk territory as markets cool on artificial intelligence. Much of the AI trade fizzled last week, led by CoreWeave — the neocloud…

The New York Stock Exchange welcomes executives and guests of Oracle (NYSE: ORCL) to the podium on Sept. 9th, 2026.

Oracle bonds are sitting dangerously close to junk territory as markets cool on artificial intelligence. Much of the AI trade fizzled last week, led by CoreWeave — the neocloud company whose equity and debt has been tanking.

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