Barclays turns bullish on Oracle bonds ahead of investor day
Photo: Crypto Briefing
The bank reversed its bearish call on Oracle debt as AI spending reshapes the credit market, though default insurance costs are still climbing Barclays has changed its mind about Oracle ’s bonds. The bank, which told clients to steer clear of the software giant’s debt in November 2025, had moved to a more favorable stance by February 2026. The timing matters. Oracle is heading into an investor day on October 28, 2026, and its credit profile has rarely been under this much scrutiny. Barclays is also making a bigger argument about where AI financing is going.
Source: Crypto Briefing
