- CDS prices on Microsoft, Nvidia, Meta Platforms and Amazon have risen sharply since fall 2025, in some cases more than doubling.
- Credit protection costs for Oracle and Broadcom have risen even more than for the four largest names.
- Investors are questioning whether AI spending will generate returns sufficient to justify the sector's growing debt load.
Quotes
“Los precios de los swaps de incumplimiento crediticio de Microsoft Corp., Nvidia Corp., Meta Platforms Inc. y Amazon.com Inc. se han disparado desde el otoño boreal de 2025”