October 17, 2026StocksMacro·Bearish·credit
CDS markets price Oracle default probability at 23%, Nvidia 8%, Broadcom 12%
Credit default swap contracts price the probability of default at 23% for Oracle, 8% for Nvidia and 12% for Broadcom, with CDS continuing to widen. Data center deals are being postponed, pulled or canceled. AI companies have issued $500 billion in debt this year, per Bloomberg.
Detected & updated continuously · Source: Nebula