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S&P 500: Junk Bonds Worry Me More Than AI Hyperscalers
Source: seekingalpha.com
Artificial IntelligenceCredit & Bond MarketsCompany Fundamentals
CDS spreads for AI hyperscalers such as Oracle have widened to record levels, reflecting increased perceived credit risk tied to intensive AI infrastructure investment and weakening cash flow. Investment-grade corporate bond yields have also surged to decade highs, pointing to concerns extending beyond AI hyperscalers.
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