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Nvidia’s CDS Doubles as AI Supply-Chain Risk Comes Into Focus
1119 sats \ 1 comment \ @EconVerse 25 Sep Stacker_Stocks
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Investors Are Growing Wary of AI-Related Debt | The Motley Foolwww.fool.com/investing/2026/07/16/investors-are-growing-wary-of-ai-related-debt/
322 sats \ 2 comments \ @BlokchainB 17 Jul AI Stacker_Stocks
The definition of a bank and what it means for tech companies todayrobinhood.com/us/en/learn/weekly-rundown/1GgC0XlE0Vpsr1jh8lKlQr/
377 sats \ 0 comments \ @BlokchainB 12 Sep Stacker_Stocks
How Margin Math Triggered a Cross Asset Flush
336 sats \ 1 comment \ @Macro 30 Jan Stacker_Stocks
The Great Capital Rotation - Pierre Rochardx.com/BitcoinPierre/status/2065820796065349716
1444 sats \ 4 comments \ @Scoresby 13 Jun bitcoin econ
Hedging AI Wealth: Quitting, and Buying CDS and Options (WSJ, Gunjan Banerji)www.wsj.com/finance/stocks/ai-investors-are-racing-to-get-insurance-on-the-biggest-market-bet-in-history-a60e296f
958 sats \ 0 comments \ @denlillaapan 3 Nov trading Stacker_Stocks econ
Credit default swaps forecast AI bankruptciesprotos.com/credit-default-swaps-forecast-ai-bankruptcies/
798 sats \ 3 comments \ @0xbitcoiner 29 Jul Stacker_Stocks
The mathematics of the market is starting to fail.
1015 sats \ 1 comment \ @economy 3 Nov 2025 Stacker_Stocks
Chipmaker Nvidia seeks to raise over $25B in first bond deal since 2021arstechnica.com/ai/2026/06/chipmaker-nvidia-seeks-to-raise-over-25b-in-first-bond-deal-since-2021/
812 sats \ 1 comment \ @0xbitcoiner 15 Jun Stacker_Stocks
Oracle's risk of DEFAULT has never been higher
286 sats \ 1 comment \ @GlobalMarketsInvestor 29 Mar Stacker_Stocks
Oracle’s 5-year CDS hit a weekly high of 215 bps and is trading near 210.
236 sats \ 1 comment \ @EconVerse 28 Jul Stacker_Stocks
🏃‍➡️ Nvidia beats, investors retreat — again - Snackssherwood.news/snacks/newsletters/nvidia-beats-investors-retreat-again/
392 sats \ 0 comments \ @BlokchainB 27 Feb Stacker_Stocks AI
Hidden risk in the data center boom
195 sats \ 2 comments \ @EconVerse 18 Dec 2025 Stacker_Stocks
Google's AI chip business is getting harder for Nvidia to ignoreafrica.businessinsider.com/news/googles-ai-chip-business-is-getting-harder-for-nvidia-to-ignore/1k8139m
428 sats \ 3 comments \ @Entrep 28 Oct AI Stacker_Stocks
Anthropic's 240k-word IPO Filing: "For the Long-Term Benefit of Humanity" (FT)www.ft.com/content/a6c43402-719e-4295-ae5f-541edb0aeb29
1783 sats \ 3 comments \ @denlillaapan 27 Oct Stacker_Stocks econ
Nvidia has another record quarter amid record capex spendstechcrunch.com/2026/02/25/nvidia-earnings-record-capex-spend-ai/
337 sats \ 0 comments \ @0xbitcoiner 26 Feb Stacker_Stocks
Nic Carter: the NVDA rally is unnerving, and not because of AI safety fearsx.com/nic__carter/status/1797635177973158182
3453 sats \ 21 comments \ @Scoresby 3 Jun 2024 econ
The Money Beneath The Market
6081 sats \ 0 comments \ @KudzaiK 21 Sep bitcoin econ
Broadcom To Lend Anthropic Up To $42 billion To Lease Its Chips, Filing Sayswww.cnbc.com/2026/10/01/broadcom-lending-anthropic-42-billion-chips-reuters.html
615 sats \ 1 comment \ @Cje95 1 Oct AI Stacker_Stocks
US markets jump on Big Tech rally, China boost and Morgan Stanley’s bold outlook
347 sats \ 0 comments \ @economy 24 Nov 2025 Stacker_Stocks
Nvidia is the central bank of AIwww.economist.com/interactive/briefing/2026/09/03/nvidia-is-the-central-bank-of-ai
488 sats \ 1 comment \ @hn 12 Sep tech
🥁 Nvidia beats again - Snackssherwood.news/snacks/newsletters/nvidia-beats-again/
350 sats \ 1 comment \ @BlokchainB 22 May AI Stacker_Sports Stacker_Stocks