Five-year credit default swap spreads at cloud computing giant Oracle widened by 26 basis points overnight to a record 288 bps, according S&P Global Market Intelligence.
Five-year credit default swap spreads at cloud computing giant Oracle widened by 26 basis points overnight to a record 288 bps, according S&P Global Market Intelligence.
The cost of insuring against US tech defaults has hit record levels in the latest sign of credit stress building in the AI trade, especially for data centres dependent on future revenue.
Five-year credit default swap spreads at cloud computing giant Oracle widened by 26 basis points overnight to a record 288 bps, according S&P Global Market Intelligence.
Five-year spreads for AI investor SoftBank widened 24 bps to 424 bps. For data-centre operator CoreWeave they have blown out past 1000 bps, according to LSEG data .
...more
Elevate your knowledge and leadership skills at a cost cheaper than your daily tea.
Subscribe Now
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | Explained: Why are credit default swaps unnerving AI investors? | 0 | 7.26 | 15-10-2026 |
| 2 | Oracle’s AI investments spook investors despite impressive earnings and revenue beats | 0 | 6.33 | 10-06-2026 |
| 3 | Micron Technology: Record DRAM Pricing Meets A Stock In Retreat | 0 | 9.45 | 17-07-2026 |
| 4 | IA, Oracle brucia liquidità troppo in fretta e i ricavi non stanno al passo: crollano titoli azionari e bond, crescono i timori di default | 0 | 12.1 | 21-07-2026 |
| 5 | Oracle's $18 billion data center debt under pressure: FT | 0 | 12.49 | 19-09-2026 |
| 6 | Google Cloud races to catch up in the AI deployment wars with Accenture deal | 0 | 8.64 | 08-09-2026 |
| 7 | Nvidia Extends Its Grip On The AI Datacenter Outwards | 0 | 10 | 02-06-2026 |
| 8 | OpenAI and Anthropic in price war as Chinese AI rivals gain ground | 0 | 10 | 14-08-2026 |
| 9 | Wall Street is growing increasingly uneasy at the AI investment bubble | 0 | 10 | 30-07-2026 |