Dossier
Credit Default Swaps
Coverage of Credit Default Swaps in the Nexus archive.
- Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia
Mark Cuban and Michael Burry warned that the AI boom is dangerously reliant on Nvidia, comparing its role to the dot com bubble and highlighting risks from the company's debt and overextension. They expressed concerns that a misstep by Nvidia or competition could trigger a collapse in the AI market.
- Once a Turkey Bull, Algebris Shifts to CDS as Credit Risks Rise
Algebris, previously bullish on Turkey, is now shifting focus to Credit Default Swaps (CDS) as rising credit risks prompt a strategic pivot. The firm's move reflects heightened concerns over deteriorating credit conditions in Turkey.