{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Eurodollar University","title":"ALERT: AI Credit Spreads Are Suddenly Blowing Out... Just Like 2008?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8dfa79a2\"></iframe>","width":"100%","height":180,"duration":1125,"description":"Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one is all about credit unlike 1999. And that credit is now talking loudly through credit default swaps and other debt market signals. \nCompanies like Oracle and SpaceX have seen their CDS prices surge recently, with big moves in July across all the big names in AI tech: Amazon, Meta, and negative cash flow for the first time Google, Alphabet, whatever the company calls itself. Nvidia is seeing higher premiums. Even BlackRock trying to sell an AI-linked bond, similar results to what we talked about with Amazon’s bond.\nThe debt problem is spreading and deepening as the debt cycle turns more and more. \nEurodollar University's Money & Macro Analysis\n----------------------------------------------------------------------------------\nWhat if your gold could actually pay you every month… in MORE gold?\nThat’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.\nCheck it out here: https://monetary-metals.com/snider\n----------------------------------------------------------------------------------\nIf you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here \nhttps://eurodollar-university.com/home-page\n----------------------------------------------------------------------------------\nhttps://www.bloomberg.com/news/articles/2026-07-27/blackrock-raises-12-5-billion-of-debt-for-meta-data-center\nhttps://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazon\nhttps://mashable.com/tech/ai-backlash-vibe-shift...","thumbnail_url":"https://img.transistorcdn.com/-PtiTzNd5Hw0QA5KJSn4hxFg04siyhv-eokn_umaeKU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzkyNDMvMTY2ODk5/MjU1OS1hcnR3b3Jr/LmpwZw.webp","thumbnail_width":300,"thumbnail_height":300}