Bloomberg — Nvidia is now among the most traded names in US credit default swaps as investors hedge its debt after June's billion bond sale
pick
Bloomberg — Nvidia is now among the most traded names in US credit default swaps as investors hedge its debt after June's billion bond sale
· Bloomberg
Source: View source · Bloomberg · web
Why it's worth your time
A financing-leg data point for the AI capex digestion case: the hedging demand is on the debt the buildout is now funded with, not the equity. Read with the CoreWeave-linked junk bond noted in the September 21 campaign checkpoint.
Related
9 events DateTypeEvent
Sep 16 tweetParadis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them Oct 16 tweetSemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs Oct 16 tweetMarkos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names Jul 28 ArticleFifteen of twenty broke together Jul 22 pickAlphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases' Jul 19 SourceDean W. Ball on Kimi K3 — genuinely frontier, not distillation, token-hungry, 'not obviously cheap to run' Jul 19 SourceQwen3.8 launching, going open-weight soon — 2.4T params, 'second only to Fable 5' Jul 18 tweetSemiAnalysis: K3's linear attention is bullish, not bearish, for NVIDIA/HBM/networking Jul 18 Desk NoteAI-semi derate: the tape says sector derate not election lull — turn signature armed Source links
Tweets, videos, filings, articles, and source pages tied to this read.
bloomberg.combloomberg.com