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25.11.25 - 05:48
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Anleihen als Warnsignal: KI auf Pump: Das sagen Asset-Manager zur 90 Milliarden-Dollar-Wette (Das Investment)
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Massive Anleihe-Emissionen von Tech-Giganten sorgen für Unruhe. Während die Aktien schwächeln, müssen einige Unternehmen höhere Zinsen zahlen. Ein Vorbote schwindender Euphorie?Es war einmal eine Zeit, da galt Verschuldung in der Tech-Branche als Zeichen von Schwäche. Die großen Namen der Industrie – Apple, Google, Microsoft – schwammen in Geld und brauchten niemanden, der ihnen half, ihre Visionen zu finanzieren. Doch die künstliche Intelligenz hat alles verändert. Plötzlich reichen selbst die größten Kriegskassen nicht mehr aus. Seit Anfang September haben die vier KI-Schwergewichte Amazon, Alphabet, Meta und Oracle knapp 90 Milliarden US-Dollar an Unternehmensanleihen ausgegeben, berichtet das "Wall Street......
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24.11.25 - 23:48
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Oracle Credit Protection Hits Fresh High on AI Bubble Fear (Bloomberg)
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The cost of protecting Oracle's debt against default reached a fresh multi-year high on Monday amid investor scrutiny of the debt spree to finance artificial intelligence investments. The price of five-year credit default swaps on the company's debt, which increases as worries grow, rose to about 1.19 percentage point a year early Monday, according to ICE Data Services. That's the highest since Oct. 2022, and amounts to around $119,000 for every $10 million of principal protected. Bloomberg Intelligence Senior Technology Credit Analyst Robert Schiffman joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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24.11.25 - 16:06
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BreachRx Appoints Cody Wamsley as Vice President and General Counsel to Accelerate Innovation in Cyber Incident Response (Business Wire)
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Veteran Cybersecurity and Privacy Leader Brings Deep Legal and Technical Expertise from NSA, Coinbase & Oracle to Drive Operational Resilience and Transform Incident Response Automation at BreachRx
SAN FRANCISCO--(BUSINESS WIRE)--BreachRx, the leader in intelligent cyber incident response management (CIRM), today announced the appointment of Cody Wamsley as Vice President and General Counsel. With a proven track record in incident response, privacy, and legal innovation in the private sector and in government, including Coinbase, Oracle, and the National Security Agency (NSA), Wamsley will play a pivotal role in advancing BreachRx's platform and supporting customers as they navigate the evolving landscape of cybersecurity risk and regulation.
“Having handled over 1,500 cybersecurity incidents, I have seen first-hand how every single aspect of incident response---from communications and collaboration to legal process---requires unique diligence and precision,” said Wamsley. “We are at a critical ind...
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21.11.25 - 21:42
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Hedge Against AI Crash Emerges in Credit (Bloomberg)
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Oracle is quickly emerging as the credit market's barometer for AI risk. Leslie Falconio from UBS Global Wealth Management and Jim Schaeffer from Aegon Asset Management speak on "Bloomberg Real Yield" about the possible risks in credit. (Source: Bloomberg)...
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21.11.25 - 20:30
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Why Vistra, AppLovin and Oracle Are Spiraling Today (24/7 Wall St.)
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With the markets taking investors on a roller coaster ride of late, three technology stocks are on the downward slope today, including Vistra (NYSE: VST), AppLovin (Nasdaq: APP) and Oracle (NYSE: ORCL). The markets have been processing strong fundamental tailwinds against worrisome economic headwinds that throw the fate of short-term interest rates into the balance. ... Why Vistra, AppLovin and Oracle Are Spiraling Today
The post Why Vistra, AppLovin and Oracle Are Spiraling Today appeared first on 24/7 Wall St.....
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21.11.25 - 15:12
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The Great S&P 500 Shakeup Leaves Microsoft and Oracle the Last Giants Standing (24/7 Wall St.)
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Watch the Video I began the conversation with Lee by noting how rarely investors stop to consider how dramatically the upper ranks of the stock market have changed. When we looked back twenty five years, the list of dominant companies in the S&P 500 was almost unrecognizable compared with today. What the Top of the ... The Great S&P 500 Shakeup Leaves Microsoft and Oracle the Last Giants Standing
The post The Great S&P 500 Shakeup Leaves Microsoft and Oracle the Last Giants Standing appeared first on 24/7 Wall St.....
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