Yahoo Finance Executive Editor Brian Sozzi breaks down why the real driver of volatile tech trading is collapsing hyperscaler free cash flow, not credit default swaps. Video Transcript 00:00 Speaker A I want to remind yourself something as it keeps coming up in my chats with various people, especially in the uh last 24 hours post anthropic IPO prospectus. 00:09 Speaker A At the core of the more volatile tech trade right now isn't whining credit default swaps on the hyperscalers. It's the cash flow outlooks of the hyperscalers. 00:19 Speaker A Remember, it's cash flow that will be used to repay all the debt hyperscalers are posed to incur to support their robust robust AI infrastructure build outs.
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