Corporate Bonds
3 articles on this topic, newest first.
CoreWeave's Bond Slide Is the First AI Warning, and It Came From Credit, Not Stocks
CoreWeave's 2032 notes fell below 80 cents on the dollar, with yields near 15%. Why is the bond market flashing a warning at a company swamped with AI demand?
If AI Is Holding Up the Global Economy, Why Is the IMF Warning of an AI-Driven Financial Crisis?
AI succeeding and AI investors succeeding are different things. The IMF's concern is less that the technology fails than that the huge capital poured into it is not recovered.
The Maturity Wall: Why 2027 Is When Cheap Corporate Debt Comes Due
Trillions in pandemic-era bonds refinance into a higher-rate world starting in 2027, and the AI buildout is riding the same wave of debt.
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