Nvidia CDS rekor kırdı: 750 milyar dolarlık yapay zeka anlaşmaları endişe yarattı

56 kaynak
bloomberg.com
  • Nvidia'nın beş yıllık CDS'i Pazartesi günü 14 baz puan artarak 82 baz puana yükseldi ve Bloomberg verilerine göre tarihteki en büyük günlük artışı kaydetti.
  • Bu sıçrama, Nvidia'nın OpenAI için 250 milyar dolarlık garanti ve SK Group ile 500 milyar dolarlık bir anlaşma dahil olmak üzere 750 milyar doların üzerinde yapay zeka anlaşması üzerinde müzakere ettiği haberlerini takip etti.
  • Oracle , Alphabet , Amazon, Meta ve Broadcom için CDS spreadleri de rekor seviyelere ulaşarak teknoloji devleri genelindeki kredi stresini yansıttı.
Kaynaklar (56)
  1. 1 Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talks www.bloomberg.com
  2. 2 Nvidia's $750 Billion Deals Revive Fear of AI Circular ... finance.yahoo.com
  3. 3 Nvidia in talks with OpenAI to guarantee $250 billion ... www.reuters.com
  4. 4 NVIDIA's five-year CDS soars to record highs—has ... www.moomoo.com
  5. 5 AI Investment Fears Grow as Big Tech CDS Premiums Hit ... en.sedaily.com
  6. 6 NVIDIA's CDS Spikes Amid Concerns Over $7.5T AI Deal www.kucoin.com
  7. 7 Apple Dethrones Nvidia As World's Most Valuable ... www.businessinsider.com
  8. 8 Nvidia in talks with OpenAI to guarantee $250 billion ... www.investing.com
  9. 9 Nvidia eyes $250 billion financing guarantee for OpenAI's ... www.thehansindia.com
  10. 10 Nvidia Sparks Renewed Circular Financing Concerns with ... www.youtube.com
  11. 11 Oracle Gets Credit Rating Downgrade www.wsj.com
  12. 12 Oracle stock shrugs off S&P downgrade to 'BBB-', but $160 ... www.linkedin.com
  13. 13 Alphabet Q2 2026: The Quarter where Free Cash Flow Went ... senanni.substack.com
  14. 14 Google Reports First-Ever Negative Free Cash Flow ... emeraldbook.org
  15. 15 Hyperscaler Debt Deluge: The New Driver of IG Spread ... www.sageadvisory.com
  16. 16 AI Hyperscaler Stocks Are Struggling www.linkedin.com
  17. 17 Big Tech credit risks rise sharply as AI spending soars www.ft.com
  18. 18 This is absolutely incredible. Investors now perceive Nvidia ... x.com
  19. 19 Oracle's recent S&P BBB- rating downgrade is one step above junk. www.reddit.com
  20. 20 Hyperscalers' Capex Above $600 Bn in 2026 www.mufgamericas.com
  21. 21 Credit Default Swap (CDS) Market Size, Share www.fortunebusinessinsights.com
  22. 22 Credit Markets Flash Early Warnings for Tech Stocks www.linkedin.com
  23. 23 S&P downgrades Oracle to BBB- – only one notch above junk level www.reddit.com
  24. 24 What Do Credit Default Swaps in the Technology Sector ... www.spglobal.com
  25. 25 Data Centers, Circular Financing, Closed Loop Valuations ... www.facebook.com
  26. 26 What are credit default swaps and why are investors ... www.reuters.com
  27. 27 S&P Global Ratings has officially downgraded Oracle ... www.facebook.com
  28. 28 Apple reclaimed the top spot in market value after Nvidia ... www.instagram.com
  29. 29 The relative price of Nvidia stock has dropped to levels ... www.facebook.com
  30. 30 Alphabet's free cash flow turns negative | SEMAFOR www.linkedin.com
  31. 31 2-Year Treasury Yield Nears Key Breakout as CDS ... mottcapitalmanagement.com
  32. 32 Apple, Nvidia vie for title of world's most valuable company www.cnbc.com
  33. 33 Alphabet just reported negative free cash flow for the first time www.reddit.com
  34. 34 Markets News, July 27, 2026: Nasdaq Slips as Chip Stocks ... www.investopedia.com
  35. 35 Apple surpassed Nvidia in market value on Friday ... www.instagram.com
  36. 36 Alphabet Free Cash Flow 2012-2026 | GOOGL www.macrotrends.net
  37. 37 Big Tech's $2.7 trillion AI bill comes due: Chart of the Day finance.yahoo.com
  38. 38 Societe Generale: Capital increase as part of the 2026 www.globenewswire.com
  39. 39 The equity market is obsessed with AI headlines. But ... www.instagram.com
  40. 40 Investment Grade CDS Market Summary – February 2026 solvefixedincome.com
  41. 41 Hyperscaler CapEx Hits $600B in 2026 | Introl Blog introl.com
  42. 42 Outlooks - Research & Insight public website - SG Markets insight-public.sgmarkets.com
  43. 43 Oracle Stock Jumps to Record High on Microsoft, OpenAI, ... www.investopedia.com
  44. 44 Nvidia explores $250 billion guarantee for OpenAI's Ohio ... finance.yahoo.com
  45. 45 News - Societe Generale North America - Société Générale americas.societegenerale.com
  46. 46 Michael Burry disclosed he currently holds put options on ... www.instagram.com
  47. 47 Nvidia in talks with OpenAI to guarantee $250 billion ... www.aol.com
  48. 48 US Stocks, Nvidia Close at Record Highs Ahead of Tech ... www.bloomberg.com
  49. 49 Smothering Heights am.jpmorgan.com
  50. 50 Nvidia (NVDA) reportedly sold $25 billion in high-grade bonds ... www.facebook.com
  51. 51 Watch Nvidia Earnings This Week; Biggest Power Deal in ... www.bloomberg.com
  52. 52 EYE ON THE MARKET 2026 - Outlook on AI & Hyperscalers www.studocu.com
  53. 53 Nvidia Sees First Bout of Retail-Investor Selling Since July www.bloomberg.com
  54. 54 Watch AI Chip Selloff Spreads Across Global Markets ... www.bloomberg.com
  55. 55 Bond Market Flashing Warning Lights Over AI Investment... ... en.fnnews.com
  56. 56 Trump Headlines Press Dinner Redo, Nvidia CEO Jensen ... www.youtube.com
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