On Thursday, Nvidia's debt default protection costs remained at near record levels. Earlier, there were reports of two extramarital affairs, and bond traders made urgent pricing, taking into account the impact of the resignation of Huang Renxun, the central figure in this AI infrastructure wave. According to data from the Intercontinental Exchange, Nvidia's 5-year debt default protection rate fell from an intraday high of 144.5 basis points to an annualized level of 143.16 basis points, but the overall rate was higher on the same day. Traders said that in contrast, default protection costs for other cloud vendors such as Meta, Broadcom, and AMD have declined, and the market expects these companies to benefit from Nvidia's turmoil. Although Nvidia's CDS costs have more than tripled since mid-year, the swap price is only about half that of the lower-rated cloud vendors SpaceX and Oracle.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.