$ORCL INSIGHTS →Debt spreads for hyperscalers like Alphabet, Meta, Microsoft, and Oracle widened to 0.78% over Treasuries, the highest since Trump’s tariff shock in April.
Microsoft (MSFT) research →Meta Platforms (META) research →Alphabet (GOOGL) research →
Read the full research in the app
A subscription is required to access the full thread.
Open in the app →