Feels like a Minsky Moment to me.
Carnage in hyperscaler bond land: IG bond spreads exploding every day, as credit investors refuse to fund memory chip purchases any longer. CDS are following.
For now, stocks are completely ignoring what is going on wit bonds https://t.co/ZMsWbZb72n pic.twitter.com/oeIlRSLnF5— zerohedge (@zerohedge) July 23, 2026
The “Magnificent Seven” group of stocks suffered a $797 billion market value loss on July 23.
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