@4-shadows.bsky.socialUS dollar high-yield AI-related debt spreads widened by 25 basis points between Oct. 13 and 14, reaching a new high of 360 basis points over Treasurys. By contrast, non-AI-related debt spreads were only two basis points wider. #Neoclouds #DataCenters #CoreWeave #Nebius #Nvidia #GoldmanSachs #AI
@4-shadows.bsky.social#CoreWeave is busy hunting for new sources of "unlimited" capital...Meanwhile, investors have marked down its bonds to less than 85% of face value, a sign of financial distress.
#DataCenters #Neoclouds #Nvidia #DonaldRumsfeld #VoteBlue #Texas #NewYork #UK #Germany
@dbcurren.bsky.social“Wednesday’s panic went beyond the #neoclouds. Oracle’s share price fell 8.8% on the day’s trading, eliminating almost $40 billion in market capitalization. Its long-term debt continues to trade in junk territory, carrying interest rates of more than 8.0%” deanbaker22.substack.com/p/ai-neoclou...
@chipstockinvestor.bsky.socialCompanies are racing into AI data centers, but has the NeoCloud trade gone too far? We break down the hype, the capital flows, and what it means for the broader AI growth cycle.
Watch the full video (linked below) and see why we think NeoClouds may be reaching peak hype.
@petergjones.bsky.social#CapeFearAdvisors on the money flow that leaves #NVIDIA to the #NeoClouds and what comes back.
