According to @KobeissiLetter, Oracle's (ORCL) credit default swap spread has surged above 150 bps, indicating heightened market pricing of the company’s credit risk. source: @KobeissiLetter on X, Dec 17, 2025 According to @KobeissiLetter, investors are selling ORCL shares due to concerns about the company's ability to deliver on recently announced data center buildouts. source: @KobeissiLetter on X, Dec 17, 2025 According to @KobeissiLetter, traders should monitor whether ORCL CDS stays above 150 bps and whether equity weakness persists as signals of continued de-risking pressure. source: @KobeissiLetter on X, Dec 17, 2025

According to @WhiteHouse, Google is investing $40 billion in Texas AI infrastructure. source: @WhiteHouse The announcement states the initiative will create thousands of American jobs, provide training for college students and apprentices, and boost affordable energy statewide. source: @WhiteHouse For traders, the confirmed large-scale AI capex in Texas highlights potential attention on AI infrastructure and Texas energy equities, with narrative-driven volatility tied to data center buildout and power demand. source: @WhiteHouse For crypto markets, the cited improvement in statewide energy affordability can influence costs for energy-intensive computing such as mining, a key operational factor watched by market participants. source: @WhiteHouse

According to @business, Microsoft is committing more than $33 billion to neocloud firms to ease an AI capacity crunch at data centers, representing a major AI infrastructure investment by a top cloud provider, source: Bloomberg. The post highlights investment into neocloud providers with the stated goal of expanding AI compute availability and relieving data center constraints, source: Bloomberg. The post does not provide additional details on specific counterparties, timelines, or deal structures, and it does not mention cryptocurrencies or token markets, source: Bloomberg. For trading context, the item identifies a large-scale allocation tied to AI compute capacity and data center buildout that is relevant to tracking MSFT and cloud infrastructure exposure, source: Bloomberg.