According to Lex Sokolin, the spike in Oracle credit default swaps signals a regime shift in how AI infrastructure is financed and built (source: Lex Sokolin). According to Lex Sokolin, credit markets are flagging rising risk (source: Lex Sokolin). According to Lex Sokolin, AI agents will require native financial rails rather than hyperscaler IOUs (source: Lex Sokolin).