SoftBank Debt Spiral Fuels AI Investment
SoftBank has aggressively leveraged its balance sheet with billions in high-yield debt to fund its massive investment in OpenAI, triggering a surge in credit risk and elevated borrowing costs for the company and its AI infrastructure partners. The saga currently stands at a critical juncture where the market is pricing in significant financial stress, evidenced by record-high credit spreads and expensive bond yields across the AI sector.
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Meta's five‑year cds spread rises to 111.57 bps
Meta's five‑year credit‑default swap (CDS) spread climbed to 111.57 basis points on Tuesday, up from 68.23 on April 20, according to Dow Jones Market Data. The increase signals that investors are…
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SoftBank Group’s credit risk hits four‑year high as AI spending drives debt
SoftBank Group’s five‑year credit default swap spreads have risen to roughly 380‑400+ basis points, about a 24% jump since June 2026, and at one point topped 400 bps. Insuring the debt now costs…
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CoreWeave bond yields over 15% as SoftBank debt insurance rises, Oracle debt at 80‑90¢
CoreWeave’s latest bond issue is trading with a yield above 15%, signaling heightened risk perception for the AI‑focused cloud provider. At the same time, the cost of insuring SoftBank’s debt has…
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SoftBank borrows $11.1B to pay OpenAI’s $10B tranche
SoftBank raised a record $11.1 billion in junk bonds on September 24, 2026—the largest high-yield corporate bond issuance ever—to complete a $10 billion follow-on investment in OpenAI. The deal…
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SoftBank completes $30B OpenAI investment via senior notes
SoftBank Group Corp. announced on October 1, 2026, that it has completed the third and final $10 billion tranche of its follow-on investment in OpenAI Group PBC. This execution concludes a $30…
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SoftBank sells $11.1 billion in junk bonds despite investor concerns
SoftBank Group Corp. completed a record $11.1 billion junk bond sale, according to Bloomberg reporting citing unnamed sources. The deal proceeded despite investor questions about OpenAI's potential…
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SoftBank raises over $11 billion in bonds to fund OpenAI investment
SoftBank has launched more than $11 billion in dollar and euro-denominated bonds to fund a $10 billion payment for the third tranche of its $30 billion follow-on investment in OpenAI, with the…
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