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On August 26, Morgan Stanley's corporate credit team recently released a research report, assigning Nvidia a 'neutral' credit rating. The report highlights that the company has created a potential credit exposure of approximately $200 billion through large-scale financing arrangements to support artificial intelligence infrastructure development. The analysis team refers to this phenomenon as 'balance sheet as a service.' Morgan Stanley credit analysts Lindsay Taylor and Nishant Satyam estimate that by the end of 2028, Nvidia's overall credit exposure will be around $200 billion, with approximately $170 billion related to customer guarantees and contingent liabilities. However, even accounting for these exposures, Nvidia's balance sheet remains resilient: the total debt leverage ratio is only 0.4 times, and it is expected to rise to just 0.7 times after growth stabilizes in 2028. The peak debt level would need to at least double to potentially trigger a downgrade by S&P. The analysts start with a 'neutral' rating and advise investors to remain patient, as there is currently a lack of effective ways to assess tail risks, and over $1 trillion in opaque financing from suppliers within the ecosystem continues to operate through 'creative structures.'

On August 26, Morgan Stanley's corporate credit team recently released a research report, assigning Nvidia a 'neutral' credit rating. The report highlights that the company has created a potential credit exposure of approximately $200 billion through large-scale financing arrangements to support artificial intelligence infrastructure development. The analysis team referred to this phenomenon as 'balance sheet as a service.' Morgan Stanley credit analysts Lindsay Taylor and Nishant Sathiyam estimate that by the end of 2028, Nvidia's overall credit exposure will be around $200 billion, with approximately $170 billion related to customer guarantees and contingent liabilities. However, even accounting for these exposures, Nvidia's balance sheet remains resilient: the total debt leverage ratio is only 0.4 times, and it is expected to rise to only 0.7 times after growth stabilizes in 2028. A peak debt level would need to at least double to potentially trigger a downgrade by S&P. The analysts start with a 'neutral' rating and advise investors to remain patient, as there is currently a lack of effective ways to assess tail risks, and over $1 trillion in opaque financing from suppliers within the ecosystem continues to operate through 'creative structures.'

On August 26, Counterpoint Research released data showing that the Apple iPhone 17 was the best-selling smartphone globally in the second quarter of 2026, accounting for 6% of total smartphone shipments worldwide. The iPhone 17 Pro Max and iPhone 17 Pro secured the second and third positions on the list, respectively. Both Apple and Samsung held five spots each in the global top 10 best-selling smartphones, with the top ten models collectively representing 26% of total smartphone sales, an increase of 2% year-on-year. The base model iPhone 17 remains the best-selling smartphone of the quarter, with significant upgrades narrowing the gap with Pro models, providing strong support for sales. Apple's stock closed down 0.14% on Tuesday and fell 0.23% in after-hours trading, with a market capitalization of approximately $4.52 trillion. On the Samsung side, two models from the Galaxy S series made it into the top ten, with the Galaxy S26 Ultra becoming Samsung's best-selling model of the quarter, improving its ranking by five places compared to the previous generation, and also becoming the best-selling Android model of the quarter. This marks the first time a super-premium Android device has led Android sales in the second quarter.