Barclays maps the AI credit default swap market and lays out trades
Photo: Crypto Briefing
A new Barclays report tracks widening CDS spreads on hyperscalers and chipmakers and recommends positions in Broadcom and Oracle Wall Street spent the last few years asking how much money AI could make. Barclays is now asking a less glamorous question: what happens if some of the borrowers behind the buildout can’t pay their debts? The bank has published a report titled “A Roadmap for AI CDS,” which charts the fast-growing market for credit default swaps tied to artificial intelligence companies. It also offers specific trading ideas, including buying 5-year protection on Broadcom and selling Oracle ’s 5-year basis.
Source: Crypto Briefing
