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Default protection costs for Amazon, Alphabet, Microsoft, Meta, and Oracle widened to highest levels since 2021, reported The Wall Street Journal on 1 November 2026 citing Solve. Oracle spreads rose more than 1 percentage point. CoreWeave puts pay out after 36% falls; Nvidia B300 hedges after 47% drops. Jump Trading launched a compute trading desk.
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Summary by ByteBrief

Big Tech Buybacks Plummet 83% in 2026

Software Debt Wall Hits $300 Billion in 2028

Anthropic S-1: of its $80.7B net loss in H1 2026, nearly $9B came from computing power and infrastructure, and it has nearly $800B in commitments over 10 years (Financial Times)