GLJ Research’s Gordon Johnson warns stress is building in hyperscaler credit as IG bond spreads widen and CDS rise, with investors pulling back from funding mem

BWB News TV • 2026-07-27 14:17 UTC • By Billy Odell Tucker-Robinson

GLJ Research’s Gordon Johnson warns stress is building in hyperscaler credit as IG bond spreads widen and CDS rise, with investors pulling back from funding memory chip purchases. Stocks have yet to reflect the bond market’s warning signs.

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