Explainer-Why are credit default swaps unnerving AI investors?
What it is about
Who published it, and when
3 reports left out of the cascade - too little in common with the story to place
How it spread - 6 original reports
Thu, 15 October 2026
2 reports- Channel News Asia11:32
- bnnbloomberg.ca12:00first to report
The cost of insuring against the risk of potential U.S. tech defaults has hit record levels in the latest sign of credit stress building in the so-called AI trade, especially for data centres dependent on future revenue.
Tue, 20 October 2026
1 report- financialpost.com13:50
Thu, 22 October 2026
1 report- aol.com13:46
Oct 22 (Reuters) - The cost of insuring Meta Platforms' debt against default touched an all-time high on Thursday, as investors grappled with concerns about its plan to spend more on its AI build-out.
Tue, 27 October 2026
1 report- livemint.com20:28
Michael Novogratz, the billionaire founder and CEO of the crypto financial services conglomerate and artificial intelligence data-center provider Galaxy Digital Inc., said the anxiety in global credit markets over AI spending is on the verge of easing.
Fri, 6 November 2026
1 report- Le Figaro (France)09:37