Cantor Fitzgerald projects Oracle needs ~$76B more financing through fiscal 2029 for AI buildout, flags rising bond yields and CDS near 300 bps

Cantor Fitzgerald analysts project Oracle may need approximately $76 billion in additional financing through fiscal 2029 to fund its AI buildout. The report flags concerns over rising bond yields and higher debt-insurance costs, with five-year credit-default-swap quotes approaching 300 basis points.

Detected & updated continuously · Source: Nebula