Updated
Updated · Bloomberg · Jun 25
SpaceX CDS Begin Trading After $25 Billion Debut Bond Sale
Updated
Updated · Bloomberg · Jun 25

SpaceX CDS Begin Trading After $25 Billion Debut Bond Sale

3 articles · Updated · Bloomberg · Jun 25

Summary

  • $25 billion of newly issued SpaceX bonds has triggered active trading in credit-default swaps tied to the company, opening a market for investors to hedge losses or bet on its credit risk.
  • Major Wall Street bond dealers are now making markets in the swaps, according to people familiar with the private activity, giving SpaceX a tradable credit derivative soon after its first high-grade bond sale.
  • The new CDS market extends investor access beyond the bond deal itself, adding a fresh gauge of how markets price the creditworthiness of Elon Musk's rocket, satellite and AI group.

Insights

Can SpaceX's risky AI pivot justify its historic $1.75 trillion valuation days before its IPO?
Are SpaceX's massive AI contracts a revenue miracle or a house of cards with 90-day cancellation clauses?