ORCL is trading at 3.06% down now at $272.25 after a notable increase in Oracle's credit default swaps was reported this morning, reflecting heightened investor concern about the company's aggressive AI-related capital expenditures. The CDS spike suggests the market is pricing in higher risk as Oracle ramps up spending to compete in the AI and cloud space, with analysts highlighting elevated CapEx and potential margin compression as key risks. Despite Oracle's strong long-term growth in AI and cloud, today's move is driven by caution over financial discipline and debt levels as the company pursues large-scale AI infrastructure investments. Trading volume is active, consistent with the significant price move and investor reaction to the news.