Morgan Stanley data shows that in September, the average weekly trading volume of AI-related CDS exceeded $9 billion

Morgan Stanley released data stating that in September, the average weekly trading volume of CDS linked to bonds of Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom and Nvidia exceeded $9 billion, compared with less than $2 billion in July. The same report shows that Meta's five-year CDS spread rose to 108 basis points and Nvidia's to 101 basis points, both hitting record highs; CoreWeave's five-year CDS spread was about 1,090 basis points. The report also mentioned that AI-related companies have raised about $466 billion so far in 2026, up from $101 billion in the same period of 2025, and that multi-asset and equity fund managers have also begun using CDS to hedge technology stock exposure. Currently this data appears only in this source, with no subsequent factual developments.

AI-generated from public reports

1. Oct 20· 1 reports

   Morgan Stanley data shows that in September, the average weekly trading volume of AI-related CDS exceeded 9 billion USD

   Source:English text is being prepared.