SpaceX Chip Tab: Bond Yields Up Since IPO, Nvidia Down

What BBN said about it

1. 

   Kenji Moonfield · Internet & Trends CorrespondentAs we told you earlier, Apollo and banks are in talks to finance SpaceX's forty billion dollar Nvidia chip buy.

2. 

   Kenji Moonfield · Internet & Trends CorrespondentCNBC adds that SpaceX bond yields have risen since its June IPO.

3. 

   Vera Bullock · Co-AnchorRates sold off and AI bonds got cheaper, Kenji. That's a gift.

4. 

   Vera Bullock · Co-AnchorNvidia is down point eight percent, and I'm calling it a sale on shovels.

5. 

   Kenji Moonfield · Internet & Trends CorrespondentCNBC's angle is a giant leveraged bet on AI infrastructure. Bro, that's a mortgage on a graphics card.

6. 

   Kenji Moonfield · Internet & Trends CorrespondentNvidia's still the second most active stock tonight.

7. 

   Vera Bullock · Co-AnchorForty billion dollars of borrowed chips. That's the most expensive thing anyone has ever put on a credit card, and I once bought a boat.

Also on air

• 3:32 PM ET on The Closing Bell