CoreWeave earnings: Debt and AI spending in focus
Jonathan Raa | Nurphoto | Getty Images CoreWeave faces a pivotal test when it reports its third-quarter financial…
Kevin Warsh is managing US debt costs not inflation as interest rates risk topping GDP growth soon
Trying to pin down Kevin Warsh as a hawk or a dove has been tricky with his statements…
How everything changed for the oil, AI and bond trades in October
If there was one safe bet over the course of 2026, it was that treasury yields would rise…
AI debt outlook: Oracle, Alphabet and Amazon in focus
A drone view shows a data center at the Google Storey County Campus in the Tahoe-Reno Industrial Center…
Here’s the ‘core economic flaw’ in the AI bull case as stock and bond trades unravel
Apollo Chief Economic Torsten Slok was on a warpath this past week, issuing a series of warnings about…
Treasury yields fall ahead of jobs data amid Mideast tensions
Traders work on the floor at the New York Stock Exchange, Jan. 20, 2026. Michael Nagle | Bloomberg…
U.S. Treasury yields may be poised for a breakout with Fed meeting as catalyst, says BMO
U.S. Treasury yields could be poised for a breakout after weeks of trading within a narrow range, with…
Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line – CNBC
Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line CNBCOracle…
US debt interest costs hit $3 billion a day and jumped 8% in 2026—faster than spending, revenue, GDP
The federal government’s fiscal year ended last month, and the final tally offered another stark warning about the…
CoreWeave credit default swaps hit distress levels as investors sour on AI debt
Jonathan Raa | Nurphoto | Getty Images CoreWeave‘s credit stress continued to spiral on Thursday amid a broader…
Fed’s Warsh praises global monetary ‘tightening’ with ‘no free riders’
BANGKOK — Federal Reserve Chairman Kevin Warsh refrained from signaling whether there will be another interest rate hike…
CoreWeave stock sinks as bond yields surge near 15%
CoreWeave’s stock and bonds were both hit on Wednesday as investor fear grew that some technology companies are…