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Broadcom and Nvidia face mounting scrutiny over massive off-balance-sheet SPV financing structures. Broadcom's debt guarantees could reach $370 billion by 2029, while Nvidia's exposure tops $500 bill…
Rising AI data center debt issuance fuels credit market risks; Oracle shares drop amid spending concerns while Meta boosts investment. The AI financing boom impacts tech credit dynamics and investor …
The Federal Reserve’s halt of quantitative tightening and expected rate cuts boost liquidity, reducing fixed-income appeal. Rising tech credit risks drive investors toward scarce assets like Bitcoin,…