Credit default swaps (CDS) for major technology companies like Nvidia, Broadcom, Oracle, and Meta are widening, reflecting increased perceived risk. This widening is accompanied by declining stock prices and rising earnings yields for Broadcom and Oracle, indicating falling price-to-earnings ratios and a repricing of risk. If CDS spreads continue to widen, further equity price adjustments are likely, especially for companies like Oracle and possibly Nvidia. This trend highlights growing caution in the tech sector amid a slowing spending cycle, despite mixed signals from stock market performance.
As of Sep 27, 2026 21:02 WIB, Nvidia shares on Pluang are slightly up by 0.22% at USD 225.07, showing some resilience despite concerns over widening credit default swaps. Broadcom is also gaining, up 0.70% at USD 352.81 with strong buying interest at 89% of orders. Meanwhile, Oracle is down 1.76% at USD 137.08, reflecting the caution noted in the sector, with a notable dividend yield of 1.46%. The most notable figure is Meta's 3.33% drop, accompanied by heavy selling at 78% of orders, underscoring the tech sector's uneven performance.
Nvidia will pay a significantly higher quarterly dividend of $0.25 per share on October 1, 2026, up from $0.01 earlier this year, marking a 2,400% increase. This payout follows a strong performance driven by rising AI infrastructure demand, with Nvid...
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China's role in semiconductor demand is declining as recent high-profile visits yielded no new chip-related deals. Leading chip companies like Nvidia and ASML are projecting strong growth despite reduced exposure to China, with Nvidia assuming no sal...
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Fidelity's Fundamental Large Cap Growth ETF (FFLG) has outperformed the Vanguard Growth ETF in 2026 but lags behind Invesco QQQ. The fund is concentrated in AI chipmaker NVIDIA and search giant Alphabet, making its returns highly dependent on these t...
