Executive Summary: The Bond Market Fires a Warning Shot at the AI Euphoria While equity markets have been celebrating aggressive capital expansion in artificial intelligence, the fixed-income and credit markets are signaling serious distress. Credit Default Swap (CDS) prices — the cost to insure against debt default — for AI powerhouses Nvidia (NVDA) and Oracle […]
read moreIs the AI Bubble Cracking? Nvidia and Oracle Credit Default Risks Surge to Multi-Year Highs
August 1, 2026
