Cost to insure AI debt reaches record high amid Asian semiconductor tumble

NewsWed, 29 Jul 2026 16:04:22 UTC4 hours ago
Cost to insure AI debt reaches record high amid Asian semiconductor tumble

Seoulโ€™s historic two-day crash and widening hyperscaler credit spreads suggest the AI tradeโ€™s leverage is starting to bite โ€” in equities and in bonds.

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