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Bearish investors flock to hedge from artificial intelligence debt risks

Investors are increasingly using credit default swaps (CDS) to hedge against AI-related debt risks, with trading for US tech companies rising by 90% since September. Oracle and Meta have seen significant CDS activity due to their large debt financing for AI initiatives. The shift from cash to debt funding has driven this trend, with Oracle's CDS costs reaching levels not seen since 2009. Experts note the growing interest in single-name CDS as a protective measure against potential defaults in the tech sector.

Cryptopolitan·
US
ORCL
-4.47%
US
META
-1.30%
Cryptopolitan·
US
ORCL
-4.47%
US
META
-1.30%

Inside Meta's 'year of intensity' as its AI overhaul, culture wars, and crackdowns collide

Inside Meta's 'year of intensity' as its AI overhaul, culture wars, and crackdowns collide

businessinsider·
US
META
-1.30%
businessinsider·
US
META
-1.30%

Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $835,000 With Help From Nvidia, Apple, and Microsoft

Warren Buffett advises investing in the Vanguard S&P 500 ETF, which could turn $400 monthly into $835,000 over 30 years. The ETF provides exposure to influential companies like Nvidia, Apple, and Microsoft. Despite risks from concentration in top companies, the S&P 500 index fund has consistently generated attractive returns. Buffett believes it's the best way for average investors to gain stock market exposure, as beating the S&P 500 is challenging even for professionals.

Motley Fool·
US
MSFT
-1.02%
US
NVDA
-3.27%
US
AAPL
+0.09%
Motley Fool·
US
MSFT
-1.02%
US
NVDA
-3.27%
US
AAPL
+0.09%

Ghe LLC Has $7.86 Million Position in Adobe Inc. $ADBE

Ghe LLC reduced its stake in Adobe Inc. by 13.4% in Q2, now holding 20,321 shares valued at $7.86 million. Adobe remains Ghe LLC's second largest position, comprising 3.5% of its portfolio. Despite the reduction, Adobe's stock has seen positive analyst ratings, with a consensus price target of $417.33. Adobe's recent earnings exceeded expectations, and the company has set optimistic future guidance. Institutional investors own 81.79% of Adobe's stock.

Market Beat·
US
ADBE
+1.71%
Market Beat·
US
ADBE
+1.71%

'A Major Win for Big Tech,' Wedbush Analyst Daniel Ives Says of Trump's AI Executive Order

Wedbush analyst Daniel Ives views Trump's AI executive order as a major win for big tech companies like OpenAI, Microsoft, Alphabet, Meta, and Anthropic. The order aims to block state AI laws, promoting a unified national framework to enhance U.S. leadership in AI. Ives believes this move removes regulatory barriers, aiding U.S. competitiveness against China. The order faces criticism from states concerned about losing their ability to protect residents. Ives has a Buy rating on most of these companies, expecting significant share price appreciation.

Tip Ranks·
NA
OpenAI
0.00%
US
META
-1.30%
US
MSFT
-1.02%
Tip Ranks·
NA
OpenAI
0.00%
US
META
-1.30%
US
MSFT
-1.02%
Posts
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Since August, I've been writing this ETH and BMNR collection, which can be considered a column. This is also my first attempt to combine quantitative and qualitative analysis to track and analyze the ...

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Rumor: Google has doubled orders for TPUv7e made with ASIC partner MediaTek to 20,000 wafers next year, from 10,000 previously, media report, citing unnamed supply chain sources, adding TSMC’s dedicat............

$NVIDIA(NVDA.US)

I finally deleted all the other AI stocks from my watchlist today. I realized I was wasting time trying to guess if ChatGPT, Gemini, or Claude would win the AI race. It doesn't matter ...

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$NVIDIA(NVDA.US)

I noticed something strange while listening to the Big Tech earnings calls. Usually, CEOs talk about cutting costs. But when it comes to NVIDIA, they are terrified of spending too litt...

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$NVIDIA(NVDA.US)

I admit it. I have absolutely no idea what the killer app for AI will be in five years. Will it be robots? Flying cars? Or just a better Siri? I do not know, and I do not need to know....

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