甲骨文是那种肮脏的数据中心股票,其信用违约互换持续飙升,因为人们认为他们承担了太多债务,违约风险很高。甲骨文股票的表现也不太好。如果你看看甲骨文股票从峰值到现在的143/351,这与Bloom Energy在350年代中期的高点几乎相同,那已经下跌了近60%。这主要是因为他们的债务。
Oracle is, you know, the dirty sort of data center play whose credit default swaps continue to skyrocket because people think they're taking on so much debt, there's a high risk of default. Oracle stock has not exactly been doing them any favors, either. If you look at Oracle stock peak to where it is now at 143 / 351, which is eerily the same almost the same top that you had in in the mid 350s range over here for a Bloom Energy, that's down nearly 60%. Uh and it's mostly because of the debt they're taking on.