# Meta's Credit Default Swaps Hit a Record as AI Spending Shakes Bond Investors

*2026-10-27 23:01 UTC · Business · 1 min read*

> The cost of insuring Meta's debt against default rose to an all-time high of 114.79 basis points after the company lifted its 2026 capex floor to $135 billion.

The cost of insuring Meta's debt against default reached a record this week. Five-year credit default swaps rose 7.6 basis points to 114.79, an all-time high, according to Markit data cited by Reuters. Meta shares fell 7.4% to $645.92.

The move followed Meta's raised 2026 capital spending forecast of $135 billion to $145 billion. The company also posted negative free cash flow of $2.12 billion in the third quarter, its first such quarter since 2012. It held $82.45 billion in cash and marketable securities at the end of September, and has sold $55 billion of bonds over the past year.

The widening swap spreads are not a sign of imminent default, but they show credit investors pricing in the strain of funding AI data centers with debt. Swaps on Oracle also traded near records.

## Sources

- [kucoin.com](https://www.kucoin.com/news/flash/meta-s-debt-default-insurance-hits-record-as-ai-spending-rises)
- [investing.com](https://investing.com/news/economy-news/morning-bid-all-eyes-on-ai-4974170)

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TechTools News · https://techtools.cz/tools/news/article/2590-meta-s-credit-default-swaps-hit-a-record-as-ai-spending-shakes-bond-investors
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