Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Business & Wealth
Market Voices
Igor Krasulya
Igor Krasulya

Hyperscaler bond market turmoil as credit investors step back, Gordon Johnson notes

Hyperscaler bond market turmoil as credit investors step back, Gordon Johnson notes
Hyperscaler bond spreads surge as stocks ignore

Gordon Johnson, CEO / Analyst at GLJ Research, observes increasing turmoil in the hyperscaler bond market. Investment grade bond spreads are widening daily, with credit investors unwilling to fund memory chip purchases.

Johnson notes that credit default swaps are also rising, yet stocks appear to be largely ignoring the significant moves in bonds, raising questions about which market is accurately reflecting underlying risks.

Johnson previously noted that oil prices remained steady despite oil tankers not crossing the straight over the weekend. He has also examined how a decline in SPCX's share price increased dilution risk in a potential TSLA deal. These observations reflect Johnson's ongoing focus on the impacts of market dislocations and corporate financing shifts.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

A thousand blockchain patents: Why Circle wants IBM’s portfolio
  • By Oleg Tkachenko
  • 6 hours ago
A thousand blockchain patents: Why Circle wants IBM’s portfolio
Editors' Picks
Allbridge co-founder: Many people do not even realize they are using crypto bridges
  • By Eugene Komchuk
  • 11 hours ago
Allbridge co-founder: Many people do not even realize they are using crypto bridges
Editors' Picks
Bitcoin mining is getting greener, but the debate isn't over
  • By Anastasiia Chabaniuk
  • Yesterday
Bitcoin mining is getting greener, but the debate isn't over
Editors' Picks
All Editors' Top Picks

Latest Gordon Johnson News

Gordon Johnson: SPCX to TSLA deal terms worsen as SPCX share price declines
  • By Artem Shendetskii
  • 26.07.2026
Gordon Johnson: SPCX to TSLA deal terms worsen as SPCX share price declines
Market Voices
#Gordon Johnson
Tesla autopilot incident rate higher than human drivers, Gordon Johnson adds
  • By Olga Shendetskaya
  • 25.07.2026
Tesla autopilot incident rate higher than human drivers, Gordon Johnson adds
Market Voices
#Gordon Johnson
Gordon Johnson: Inflation driven by M2 and velocity, not M2 divided by GDP
  • By Anastasiia Chabaniuk
  • 24.07.2026
Gordon Johnson: Inflation driven by M2 and velocity, not M2 divided by GDP
Market Voices
#Gordon Johnson
All Gordon Johnson News
  • Oleg Tkachenko
  • 6 hours ago
A thousand blockchain patents: Why Circle wants IBM’s portfolio
  • Eugene Komchuk
  • 11 hours ago
Allbridge co-founder: Many people do not even realize they are using crypto bridges
  • Anastasiia Chabaniuk
  • Yesterday
Bitcoin mining is getting greener, but the debate isn't over
  • Mikhail Vnuchkov
  • Yesterday
Asia's largest IPO: How CXMT became China's most valuable company
  • Pavlo Kot
  • 26.07.2026
Global fintech in 2026: Three trends that matter
  • Hanna Syniavska
  • 10 min ago
Peter Todd: Majority of Bitcoin nodes oppose BIP-110 by running Core software
  • Eugene Komchuk
  • 15 min ago
Harry Stebbings: Mega outcomes in venture matter more than high ownership
  • Jose Antonio Gastelum
  • 25 min ago
OKX introduces up to $500 BTC rewards for new users, Layah Heilpern states
  • Dmytro Kharkov
  • 45 min ago
Oil prices decline over 4 percent and WTI dips under $80, Anas Alhajji notes
  • Parshwa Turakhiya
  • 45 min ago
Gokul Rajaram: Growth rate decline means missed window for sale
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.
Top News
  • Olga Shendetskaya
  • 4 hours ago
Apple rolls out Klarna-backed iPhone leasing
Apple rolls out Klarna-backed iPhone leasing
  • Ivan Andriyenko
  • 6 hours ago
KOSPI halts trading amid global tech selloff
KOSPI halts trading amid global tech selloff
  • Igor Krasulya
  • 7 hours ago
Coca-Cola raises 2026 outlook after strong quarter
Coca-Cola raises 2026 outlook after strong quarter
  • Hanna Syniavska
  • 8 hours ago
Meta and BlackRock partner on Texas data center
Meta and BlackRock partner on Texas data center
  • Eugene Komchuk
  • 10 hours ago
Musk begins U.S. rollout of X Money banking service
Musk begins U.S. rollout of X Money banking service
Live News
  • Anton Kharitonov
  • Now
Alphabet selloff deepens as surging AI costs erode cash generation
  • Anton Kharitonov
  • Now
Microsoft stabilizes as AI demand offsets macro headwinds
  • Anton Kharitonov
  • Now
Apple extends rally as AI strategy and new Upgrade program strengthen ecosystem
  • Anton Kharitonov
  • Now
Bitcoin loses momentum as macro uncertainty caps recovery
  • Anton Kharitonov
  • Now
WTI slips as easing geopolitical premium shifts focus to supply
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org World Association of News Publishers https://gdpr.eu/ GDPR