Why Nvidia’s stock is dodging the AI credit scare that is crushing Broadcom and Oracle
- Broadcom: 13 events in the last 90 days
- Previous: 4 days earlier · Morgan Stanley says Nvidia and Broadcom are shielded from data-center power crunch
What happened
The P/E ratios have contracted and the CDS spreads have widened in all three cases, but Nvidia appears unscathed
Summary assembled by rule from the sources below