Doubts about AI-linked debt drive up demand for default insurance
El volumen de los CDS, seguros contra impagos, vinculados a grandes grupos tecnológicos se dispara, a medida que los inversores intentan protegerse ante un posible colapso del boom de la IA. Leer
Investors are buying credit default swaps (CDS) to protect their portfolios from a potential collapse of the AI boom, driving up the volume of CDS trading linked to major tech groups. According to Morgan Stanley Research, the average weekly trading volume of CDS linked to debt issued by Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom, and Nvidia surged to over $9 billion in September, up from $2 billion in July.
The cost of buying CDS on many AI-linked companies, including Microsoft, has reached record highs, reflecting growing investor concern about the sector's debt levels. The issuance of AI-related debt has soared to approximately $466 billion so far in 2026, up from $101 billion in the same period of 2025.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
