CoreWeave’s Bonds Are Flashing AI’s Newest Warning, and It Isn’t About Chips
AI demand is still strong, so why is CoreWeave’s debt trading like a distress signal? One bond’s yield topped 16%, default-insurance costs hit records, and hot producer prices just made borrowing harder. The real question now is whether this stays a CoreWeave problem or spreads across every leveraged AI builder.
The 10-Year Treasury Yield Just Hit a 24-Year High — and a Softer Inflation Report Couldn't Stop It
The 10-year Treasury yield just broke its 2007 peak and hit its highest level in 24 years — the morning after inflation came in cooler than expected. When good news can't bring long-term rates down, the bond market is sending a message. Here's what's really driving yields, how it hits your mortgage and portfolio, and the 3 jobs-report scenarios that could decide what happens next.
Tesla Lines Up $30 Billion in Credit — But Hasn't Borrowed a Dime. Here's Why That Matters.
Tesla just secured $30 billion in new credit, and it hasn't touched a cent of it. With capital spending set to top $25 billion this year, the real question isn't whether Tesla can raise money. It's whether it will need to. Here's what to watch when Tesla reports next.