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Bloomberg

Wall Street Picks AI Winners and Losers as Credit Swaps Surge

Wednesday, July 29, 2026


Credit default swap spreads have widened for several technology companies as capital expenditure for artificial intelligence infrastructure increases. The cost of borrowing for companies with significant AI investments has risen as a result. Financial markets are pricing different risk levels across technology firms based on their AI spending and revenue models.

Original reporting: https://www.bloomberg.com/news/articles/2026-07-29/wall-street-picks-ai-winners-and-losers-as-credit-swaps-surge

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