news · 3h
Measles cases amid declining vaccination rates
1
0 repliesnbcnews.com ↗
news · 5h
CoreWeave bond yield tops 16% as AI credit stress rises
1
0 repliescnbc.com ↗
news · 7h
NYC resident, home health aide discovered bound and shot dead in apartment
1
0 repliesnypost.com ↗
news · 10h
Driver plows into North Carolina cycling group, killing 1 and injuring many others
1
0 repliesfoxnews.com ↗
news · 13h
Author M John Harrison wins Booker Prize 2026, becoming oldest ever winner aged 81
1
0 repliesbbc.co.uk ↗
news · 16h
Investigation links Australian deforestation to beef farming and major bank loans.
1
0 repliesphys.org ↗
news · 18h
7-year-old American girl shot dead by Mexican police helicopter during cartel chase near U.S. border
1
0 repliescbsnews.com ↗
news · 21h
British comedian Russell Brand sentenced to over 10 years for rape and sexual assault
Russell Brand was sentenced to 10 years and six months in prison at Southwark Crown Court in London on Monday. A jury had found him guilty of one rape and three sexual assaults between 2004 and 2009. The jury convicted…
1
0 repliesn.pr ↗
news · 22h
SoftBank swings to $7 billion net loss in second quarter as tech selloff weighs on results
1
0 repliescnbc.com ↗
news · 1d
An 11-Day-Old Baby Couldn’t Stop Bleeding. For Hours, the ER Didn’t Provide a Critical Vitamin Shot.
1
0 repliespropublica.org ↗
news · 1d
Kraków shooting that killed 6 was motivated by far-right views, authorities say
1
0 repliesnbcnews.com ↗
news · 1d
Man accused of killing 6 in Kraków shooting rampage dies in hospital, police say
1
0 repliesnbcnews.com ↗
news · 1d
UK House of Lords to propose mandatory CSAM detection software on smartphones
1
0 repliesobserver.co.uk ↗
news · 1d
Chewing gum DNA links man to murders four decades ago, detective says there may be more victims
1
0 repliesfoxnews.com ↗
news · 1d
Uganda begins pulling troops out of Somalia
1
0 repliestheweek.com ↗
news · 1d
Two Washington deputies killed trying to rescue possible hostages after woman shot
1
0 repliesfoxnews.com ↗
news · 1d
How a bank collapse left millions in limbo and toppled Paraguay's president
NPR reports that Ueno Bank's services stopped early Tuesday. The bank had 2.9 million customers, about 60% of Paraguay's adult population, and 1.8 million depositors. Santiago Peña resigned Thursday and was impeached…
1
0 repliesn.pr ↗
news · 2d
Climate change is bringing dengue fever to the high Himalayas. As Nepal’s mountains warm, mosquitoes are spreading dengue, once strictly a lowland disease, to higher-elevation, densely-populated areas
1
0 repliesinsideclimatenews.org ↗
news · 2d
US grocery prices jumped over 20% from 2020 to 2024.
1
0 repliespsu.edu ↗
news · 2d
Woman chained to bed, beaten for 2 years by ex-husband who used her for immigration status
1
0 repliesnypost.com ↗
news · 2d
School aide who briefly served as NYPD officer arrested in fatal stabbing of Brooklyn jogger
1
0 repliesnbcnews.com ↗
news · 2d
Trump confirms fresh US strikes on Iran defenses as talks turn to nuke inspectors
1
0 repliesnypost.com ↗
news · 2d
Peru’s drive for critical minerals threatens a disappearing glacier. According to scientists, the Falchani, Macusani and Quelcaya projects, all owned by Canadian firm American Lithium, could accelerat
1
0 repliesnews.mongabay.com ↗
news · 2d
Gunman opens fire in Polish city of Krakow, killing 6 people and injuring 15
A gunman drove into Krakow's busy Main Square and opened fire on random people Saturday afternoon, killing six and wounding 15. Police shot and wounded the attacker and say he acted alone. Four women and two men were…
1
0 repliesn.pr ↗
news · 3d
SDNY unsealed an indictment over $129M in wires obtained with AI-cloned CEO voices and the real names of attorneys at top-50 law firms
1
0 replieskancelaria-skarbiec.pl ↗
news · 3d
Three-quarters of world's displaced people face severe climate risks, UN says
1
0 repliesfrance24.com ↗
news · 3d
Most Europeans want action to tackle climate crisis, poll shows | YouGov survey finds support for tree planting and emissions taxes but opposition to air travel and fuel levies
1
0 repliestheguardian.com ↗
news · 3d
Ex-lawmaker gets 12.5 years in Macao's first national security case
A former Macao lawmaker, Au Kam San, was sentenced to 12.5 years in prison Friday in the city's first national security case. The trial was held behind closed doors and drew concerns about fairness. Au, 69, was…
1
0 repliesn.pr ↗
news · 3d
The leader of a Kenyan doomsday cult is sentenced to 200 years in prison
Pastor Paul Mackenzie, leader of a Kenyan doomsday cult, was sentenced to 200 years in prison for the murders of 191 people. He was convicted of murdering 190 children and one adult after he ordered followers to starve…
1
0 repliesn.pr ↗
news · 3d
European air traffic is targeted by new threats after a week of hoaxes
Bomb threats against flights across Europe on Friday followed a week of hoaxes, and two broadcasters also received security threats. No suspicious items were found and no one was injured, and the threats caused minimal…
1
0 repliesn.pr ↗
More ↓

CoreWeave bond yield tops 16% as AI credit stress rises

cnbc.com↗ The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%Coreweave's steep yields reflect stress in the AI debt markets as investors worry about a data center slowdown. What comes next.

This article reports on rising borrowing costs for AI data center companies and political risks to planned projects.

  • 16% is the level CoreWeave's 2032 bond yield (return) has climbed above. The bond has a 9.625% coupon (interest rate).
  • 1,289 basis points (hundredths of a percentage point) is the level CoreWeave's five-year credit default swaps (insurance against default) spiked above on Thursday, before easing to about 1,155 on Friday.
  • 45% of planned U.S. data center capacity could be affected by moratoriums (temporary bans) under incoming Democratic governors in Ohio, Texas, and Georgia, Goldman Sachs says.

"The most plausible way the AI capex arms race will end is that the credit card will be taken away." (Christopher Wood)

0 replies

Log in to reply.

No replies yet.

Related

CoreWeave Stock Tumbles as Its Bonds Turn Distressed

CoreWeave’s debt is becoming the whole AI industry’s problem

SpaceX Default Risk Hits Record High in Tech-Driven Credit Slump

Investors dump data centre bonds as AI borrowers face ‘Darwin moment’

Tech stocks tumble as AI debt fears rattle Wall Street