@davidkotok.bsky.socialWe have long said that the credit default swap market is the early warning sign of deterioration. Today, we share MacroStrategy Partnership’s assessment about CoreWeave’s debt and CDS.
dkotok.substack.com/p/coreweave-...
#CoreWeave #CRWV #CDS #AIDebt #Neocloud #AIInfrastructure #CreditRisk #AI
@stockmantics.comTech firms have borrowed around £500B this year for AI, as reported by $GS. This substantial debt raises questions about financial stability in the rapidly expanding AI sector. ⚠️ #AIDebt #Investing
@kill-bait.bsky.socialBanks Seek to Transfer AI Data Center Debt Burden to Investors Amid Rising Concerns
🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅
👇👇👇
@market-ocean-en.bsky.socialThe question now is whether markets are pricing new information about AI debt or rediscovering a risk that was in plain sight while the excitement lasted. #AffectHeuristic #AIDebt #Nvidia
@iwpost.bsky.socialIMF warns of debt-fueled AI spending as bubble fears grow#AIBoom #AIBust #AIDataCenters #AIDebt #AIHyperscalers #Block2 #GoogleAlphabet #IMF #IMFGlobalFinancialStabilityReport #Meta #Oracle #Technology
@akshaypuri.bsky.socialFranklin Templeton CEO Jenny Johnson calls AI debt “very complex” and says she would stay on the shorter end of the curve.
www.ibtimes.co.uk/franklin-tem...
#FranklinTempleton #AIInvesting #AIDebt #FixedIncome #InterestRates #CreditMarkets #Investing #Markets
@market-ocean-en.bsky.socialThe question now is whether credit markets are absorbing a temporary flood of tech bond supply, or seeing the first sign that the AI build-out carries a cost of capital its earlier phase never had to face. #CreditDefaultSwaps #CorporateBonds #AIDebt
@iwpost.bsky.socialWhen Asia’s central banks turn bond vigilante on Trump#AIDebt #BankofJapan #Block1 #BondVigilantes #Finance #JapanInterestRates #PeoplesBankofChina #RayDalio #SanaeTakaichi #ScottBessent #USTreasuryyields
@dissent.digitalBig Tech is borrowing billions to fund an AI bubble that isn't actually making money. #aidebt
@stephaniewalter.bsky.social“I would have written a shorter letter, but I did not have the time.” (Blaise Pascal) pretty much summarizes this nicely.