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By Amanda Cooper LONDON, Oct 15 (Reuters) — The cost of insuring against the risk of potential US tech defaults has hit record levels in the latest sign of credit stress building in the so-called AI trade, especially for data centres dependent on future revenue. Although shares in companies driving the AI boom are stil
The cost of insuring against US tech defaults has reached record levels, the report says. Oracle’s five-year CDS spread widened 26 basis points overnight; the body is truncated before giving further details.