BlockBeats, citing a report by a Nomura Securities strategist, said that credit pressures facing U.S. technology companies and French sovereign credit resemble the environment before historical crises. The report said that the reason for rising oil prices will affect the Federal Reserve’s room to respond to credit risks.
BlockBeats, citing Bloomberg, said that AI financing and potential acquisition concerns are mounting, pushing SoftBank's 5-year CDS spread to 432 basis points, a new high since early 2022. The market is also focused on its November investments, potential acquisitions, and leverage pressure.AI
BlockBeats relayed an analysis QCP Capital stating that geopolitical conditions, U.S. inflation, corporate credit risks, and Bitcoin ETF net outflows were compounding, weakening Bitcoin's upward momentum.
September Divergence in U.S. equities has intensified, with AI and data-center-related stocks rising, while non-technology companies are squeezed by high interest rates, energy costs, and competition for capital.