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Bridgewater Warns of AI Investment Bubble Amid Surge in CDS

12/16/2025

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Summary

Story summary

Bridgewater Associates warns investors of a potential AI investment bubble amid a looming downturn.
Credit default swaps (CDS) used as hedges have surged 90% since September.
The tech CDS market is expected to top $8 billion in December, with Oracle Corporation and CoreWeave targeted.
Oracle Corporation's shares have soared despite missed revenue projections, fueling concerns about its stability.

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Story summary

Bridgewater Associates warns investors of a potential AI investment bubble amid a looming downturn.
Credit default swaps (CDS) used as hedges have surged 90% since September.
The tech CDS market is expected to top $8 billion in December, with Oracle Corporation and CoreWeave targeted.
Oracle Corporation's shares have soared despite missed revenue projections, fueling concerns about its stability.