Financial Times reporting cited by BlockBeats said investors were increasing trading in credit default swaps linked to AI companies as corporate borrowing for infrastructure spending grows.
Trading activity
Morgan Stanley data cited in the report showed weekly average trading in CDS linked to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom and Nvidia exceeded $9 billion in September, compared with less than $2 billion in July.
Credit protection
The report said U.S. corporate CDS volume in 2026 to date had exceeded the full-year 2025 volume. A CDS generally settles after a contract-defined credit event; the figures describe market activity and do not establish that any listed company is in default.
Source: BlockBeats flash.