終値: Jul 31, 16:00:00 GMT-4
アフターマーケット:Jul 31, 20:00:00 GMT-4
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Nebius stock fell 10 percent on July 29 as credit-default-swap costs spiked across AI cloud providers, with CoreWeave's CDS spread implying a 50 percent default probability.
CoreWeave's credit default swap spread hit 855 basis points on July 29, implying a 50 percent five-year default probability, as the bond market prices growing risk in the AI infrastructure debt financing model.
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness sold its $16 billion public equity portfolio to Citadel after leveraged AI bets triggered margin calls, sparking a rally in AI stocks.