MBCC TH update - "Has the AI bubble burst, credit spreads are blowing post ORCL, contagion spreading across to other sectors too, what is going on?"Maleeha BengaliNov 13, 2025∙ PaidShareIs this the start of something much deeper or just another mid month sell off?It all started with AI…and now?SubscribeThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign in