Elon Musk alleges SoftBank default on turbine orders amid rising CDS spreads
Musk’s claim that SoftBank is failing to deliver gas turbines for data centers coincides with a four‑year high in credit default swap pricing for the Japanese conglomerate.

Data: Polymarket, updated every minute. · Ends Nov 11, 2026
This market will resolve according to the number of times Elon Musk (@elonmusk), posts on X from November 9 12:00 PM ET to November 11, 2026 12:00 PM ET.
For the purposes of this market, only main feed posts, quote posts and reposts will count.
Replies will NOT count towards the total - however, replies on the main feed such as https://x.com/elonmusk/status/1786073478711353576 will be counted by the tracker.
Deleted posts will count as long as they remain available long enough to be captured by the tracker (~5 minutes).
Community reposts which are not counted by the tracker not count toward the total.
The resolution source for this market is the 'Post Counter' figure for posts found at https://xtracker.polymarket.com. Individual posts can be viewed by clicking "Export Data". If the tracker does not update correctly in accordance with the rules, X itself may be used as a secondary resolution source.
Resolution source: x.com/elonmusk
Musk’s claim that SoftBank is failing to deliver gas turbines for data centers coincides with a four‑year high in credit default swap pricing for the Japanese conglomerate.
A high‑volume Polymarket trader profited $62,715 betting against a Republican win in Texas, while Elon Musk mocked his own $250 million political spend.
Elon Musk poured roughly $400 million into Republican super PACs for the 2026 U.S. midterms, but 98% of the money went to candidates who were defeated, and his net worth fell $33 billion the next day.
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Democrats taking control of Congress and winning the Texas governor’s race have sparked investor concerns, pushing SpaceX and Tesla shares lower as regulatory scrutiny looms.
Binance has not executed its monthly Luna Classic (LUNC) fee burn for November, a delay linked to the platform’s $6.3 billion hack.
OpenAI CEO Sam Altman’s claim that idle home‑computer memory should be reallocated to AI data centers sparked ridicule from Elon Musk and blockchain figures, highlighting a broader hardware‑supply tension.