By Matt Phillips
Publication Date: 2025-11-25 17:33:00
After one Rest MondayAI bears are back in control on Tuesday.
Like pioneers Advanced micro devices And Nvidia are under attack because of reports of an emerging collaboration between them alphabet and meta on chips. And the potential threat of this partnership to OpenAI and some of them have concluded the contracts with the AI startup giant – as Investors, customers, suppliers and sometimes all three! – is causing some nervousness out there.
Meanwhile, concerns continue to simmer in bond markets over all the borrowing that companies have planned or undertaken to finance the huge boom in AI data center construction currently underway. As we mentionedThe price of Oracle’s debt default insurance has become a closely watched expression of concern about the AI boom.
While some of those concerns appeared to subside today, leading to a slight decline in prices for this bond insurance – called credit default swaps – on Oracle debt, it’s worth noting that…
