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Oracle’s 5Y CDS Spread Hits All-Time Highs
March 31, 2026
Oracle’s 5Y CDS spreads exceeded 198bp, hitting its widest levels ever, surpassing the levels seen during the 2008 Global Financial Crisis. Since late-2025, Oracle has been seen as a barometer for gauging AI-related credit risk after big tech companies went on a borrowing spree to fund and develop AI-based infrastructure. Analysts note that investors are focused less on the company’s top-line momentum and more on when Oracle can convert its capital expenditure into sustainable earnings and cash flows. Earlier this year, Oracle was sued by bondholders in a proposed class action suit, alleging that the company had concealed its need to issue significant additional debt to fund its massive AI infrastructure buildout. Oracle issued $18bn in the primary markets in October 2025 and again raised another $25bn in February 2026. Oracle is currently rated Baa2/BBB/BBB (Moody’s/S&P/Fitch).
Oracle’s dollar bonds were trading stable with its 4.125% 2045s at 68.6, yielding 7.2%.
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