The real source of tech market volatility is cash flow, not credit default swaps

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.