---
title: "Terrific Tech Inflows, Tech Fear Sold, Hyperscaler CDS Bid"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295259974.md"
description: "Tech Believes. Credit Doesn't.The tech wobble hasn't dented investor enthusiasm, with huge inflows returning just as hyperscaler capex expectations push higher again. Consensus sees operating cash flow rising alongside the spending boom, but free cash flow estimates are moving the other way. Equity investors are buying the story. Credit remains less convinced.In tech we trust"
datetime: "2026-08-07T16:41:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295259974.md)
  - [en](https://longbridge.com/en/news/295259974.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295259974.md)
generator: "portal-rs"
---

# Terrific Tech Inflows, Tech Fear Sold, Hyperscaler CDS Bid

## **Tech Believes. Credit Doesn't.**

The tech wobble hasn't dented investor enthusiasm, with huge inflows returning just as hyperscaler capex expectations push higher again. Consensus sees operating cash flow rising alongside the spending boom, but free cash flow estimates are moving the other way. Equity investors are buying the story. Credit remains less convinced.

## **In tech we trust**

### Related Stocks

- [IXN.US](https://longbridge.com/en/quote/IXN.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [IGV.US](https://longbridge.com/en/quote/IGV.US.md)
- [XDAT.US](https://longbridge.com/en/quote/XDAT.US.md)
- [TQQQ.US](https://longbridge.com/en/quote/TQQQ.US.md)
- [NXTG.US](https://longbridge.com/en/quote/NXTG.US.md)
- [DTCR.US](https://longbridge.com/en/quote/DTCR.US.md)
- [IDGT.US](https://longbridge.com/en/quote/IDGT.US.md)
- [XSW.US](https://longbridge.com/en/quote/XSW.US.md)
- [DAT.US](https://longbridge.com/en/quote/DAT.US.md)
- [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md)
- [SMH.UK](https://longbridge.com/en/quote/SMH.UK.md)

## Related News & Research

- [Elon Musk's SPCX Now Accounts for 5% of Nvidia Revenue, Gene Munster Says: 'The Script Has Flipped'](https://longbridge.com/en/news/297157786.md)
- [Nvidia Just Delivered Bad News for AMD and Intel](https://longbridge.com/en/news/297432140.md)
- [Nvidia Revenue Set to Increase 18X in 4 Years; Analyst Says 'Never in History' Has a Company Grown This Fast](https://longbridge.com/en/news/297126014.md)
- [Goelzer Investment Management Inc. Has $23.74 Million Holdings in NVIDIA Corporation $NVDA](https://longbridge.com/en/news/297291682.md)
- [Jacobson & Schmitt Advisors LLC Boosts Stake in NVIDIA Corporation $NVDA](https://longbridge.com/en/news/297290654.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**