Craig Shapiro says AI-linked credit cracking as AMZN CDS and hyperscaler spreads widen

Craig Shapiro says AI-linked credit is showing strain as Amazon CDS widened 5bp on the day and 8.5bp in two days, with hyperscaler spreads up 7bp. Spread correlation is up 35%, VVIX has climbed to 108, and Treasuries are failing as a hedge amid sticky inflation.

Detected & updated continuously · Source: Nebula