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Alphabet credit derivatives above 1.86% of notional, Dec 31?

Yes if above 1.86% of notional

Will the liability on Alphabet's credit derivatives exceed 1.86 percent of their gross notional amount at year end 2026?

The rule

Yes if the credit derivatives liability divided by gross notional in Alphabet's 10-K at December 31, 2026 is above 1.86 percent, read on SEC EDGAR.

Settles on a regulatory filing.

Source: SEC EDGAR, Alphabet Form 10-K for the year ended December 31, 2026, note on derivative financial instruments (CIK 1652044)

What would move the Call

  • Finalizing the estimated 24.1 billion dollars of backstops awaiting final terms would add low-value notional and could lower the ratio.
Closes
Feb 2
7:00 PM ET
The thesis
How much of the AI buildout is debt the balance sheets do not show yet, and who carries it if a tenant walks away?

A test is listed when its specification is admitted and a divergence names two sides. The open markets →

Question, rule and source from the DeepStack engine, data as of Nov 10, 2026. Analysis and opinion, not investment advice.