David Rosenberg
ON THE RECORD · 3 verbatim quotes · every quote source-verified
“A downgrade to junk would be the clearest sign of contagion.”
David Rosenberg · said date not stated · reported 2026-10-19
Rosenberg warned that a downgrade of Oracle to junk status would signal contagion in the AI credit market.
verbatim, matched to source
CNBC
“canary in the coal mine.”
David Rosenberg · said date not stated · reported 2026-10-19
Economist David Rosenberg described Oracle as an early warning signal for AI credit concerns.
verbatim, matched to source
CNBC
“is the bridge between junk-rated neoclouds and investment-grade hyperscalers,”
David Rosenberg · said date not stated · reported 2026-10-19
Rosenberg described Oracle's position linking junk-rated neoclouds and investment-grade hyperscalers.
verbatim, matched to source
CNBC