On Monday, the cost of default protection on NVIDIA (NVDA.O) debt recorded its largest single-day intraday increase. Reports that NVIDIA is negotiating AI infrastructure deals exceeding $750bn prompted market concern over added leverage. ICE Data Services showed NVIDIA's five-year CDS widened about 14bps intraday on Monday, the biggest move since those swaps began trading in November.

2026-07-27

On Monday, the cost of default protection on NVIDIA (NVDA.O) debt recorded its largest single-day intraday increase. Reports that NVIDIA is negotiating AI infrastructure deals exceeding $750bn prompted market concern over added leverage. ICE Data Services showed NVIDIA's five-year CDS widened about 14bps intraday on Monday, the biggest move since those swaps began trading in November.