#credit default swaps
articles
Markets
Big Tech's AI Borrowing Wave Is Lifting Credit Risk for Safe Non-Tech Companies
BNP Paribas warns that heavy debt issuance by AI hyperscalers is forcing high-grade issuers such as LVMH, Sanofi and BAE...
Technology
Cuban and Burry Sound Alarm Over Nvidia’s AI Deal Web, Warn of Dot-Com Style Risks
Mark Cuban and Michael Burry have issued stark warnings about Nvidia’s heavy financing of AI customers, comparing the ch...
Markets
Alphabet, Tesla Hit by AI Capex Surge; Microsoft, Meta, Amazon Face Same Scrutiny
Soaring capital expenditures and crumbling free cash flow at Alphabet and Tesla triggered sharp stock declines. As Micro...