Meta wants $95 billion, and tech credit is the most stressed since 2022 | Sozzi Unleashed

Meta asked investors for as much as $95 billion on Monday morning to pay for its AI buildout, and Nvidia, AMD and Broadcom each signalled interest in buying up to $5 billion of the stock between them. Meta is careful to say those are expressions of interest rather than firm commitments. Brian Sozzi's warning is that the bond market is not as relaxed as the share price: BTIG strategist Jonathan Krinsky points out investment grade tech credit default swaps are now the widest since 2022 while the S&P tech sector sits a few percent off its highs. Plus the Anthropic prospectus landing mid-show, and