https://k4i.com/tags/credit/ Recent content in Credit on k4i.com Hugo en-us Sat, 15 Aug 2026 00:00:00 +0000 https://k4i.com/broadcom-avgo-falls-5-on-a-370-billion-ai-debt-estimate-the-29-billion-in-the-10-q-is-the-real-exposure/ Sat, 15 Aug 2026 00:00:00 +0000 https://k4i.com/broadcom-avgo-falls-5-on-a-370-billion-ai-debt-estimate-the-29-billion-in-the-10-q-is-the-real-exposure/ <p>Broadcom traded down more than 5% Friday, touching roughly $390 after opening above $411, shedding about $102 billion of market value across 4.76 billion shares. The trigger was not a guidance cut, a customer loss, or a downgrade. It was an estimate. Bank of America&rsquo;s Tom Curcuruto calculated that the chip-financing vehicle standing behind Broadcom&rsquo;s AI expansion could carry $370 billion of senior debt by mid-2029 at 20-gigawatt scale, including roughly $150 billion of new issuance in 2027 alone, assuming the platform grows at about two gigawatts per quarter. The number is enormous, it is not Broadcom&rsquo;s debt, and the market sold the stock as though it were.</p>