https://www.live-feeds.com/feed/credit-stress-is-threatening-to-unwind-the-ai-bull-all-eyes-are-on-oracle-to-hold-the-lineContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/credit-stress-is-threatening-to-unwind-the-ai-bull-all-eyes-are-on-oracle-to-hold-the-linehttps://www.live-feeds.com/feed/credit-stress-is-threatening-to-unwind-the-ai-bull-all-eyes-are-on-oracle-to-hold-the-line#u146921Thu, 22 Oct 2026 14:07:30 +0000Credit stress is closing in on the artificial intelligence trade, with investors closely watching Oracle as a crucial test for debt-fueled AI spending. Oracle shares have fallen 54 percent, while the cost of insurance against an Oracle default has climbed sharply. Oracle bonds are edging toward junk territory as credit default swaps spiked 287 percent in a year. Despite the mounting pressure, 80 percent of analysts still maintain a buy rating on Oracle stock. Meanwhile, CoreWeave equity and debt also sank recently as broader skepticism shakes market confidence in the tech sector.Why it matters