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Explainer-What are credit default swaps and why are they spooking AI investors?
July 29 : Shares in companies driving the AI boom have been under pressure for weeks. Now their bonds are coming under strain too, pushing up the cost of insuring debt issued by companies such as Oracle, Nvidia and Apple against default.The move reflects growing concern among investors about when the billions
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theverge.com
Nvidia is making investors nervous.
After reports of Nvidia in talks for deals worth more than $750 billion — with OpenAI, among others — insurance on Nvidia’s debt got more expensive. “There’s a fear of financial…
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cryptobriefing.com
Big Tech credit risks rise sharply as AI spending pushes debt to $350 billion
Hyperscalers issued roughly $121 billion in AI-related bonds in 2025, pushing collective debt to $350 billion and raising credit risk concerns
