CoreWeave's credit default swap spread spiked above 1,140 basis points before settling near 1,088, up 33% in a week and 177% over the past year, as bond yields on its 2031 notes climbed to nearly 16%. The neocloud company, which has amassed over $51 billion in debt and obligations for AI infrastructure, saw its stock fall further Thursday after a 15.5% drop the prior day, while peers Nebius and Iren also declined.
cnbc.com
· 2026-10-15
CoreWeave's stock has fallen more than 25% over the past week as investors grow wary of the company's debt load and the broader 'neocloud' business model. The decline comes amid a wider pullback in AI-related stocks this week, driven by growing market anxiety over heavy spending in the sector.
fastcompany.com
· 2026-10-15
An opinion article contends that economic growth is the key to resolving America's debt burden and maintaining its lead in artificial intelligence development. The author argues this growth depends on attracting new categories of investors and expanding the pool of available capital.
wsj.com
· 2026-10-14
According to the Financial Times, JPMorgan, Morgan Stanley, SMBC and MUFG are exploring significant risk-transfer deals to shift portions of AI data center debt off their balance sheets, after racing to underwrite such loans for projects tied to Oracle and Meta. One case cited by Bloomberg involves $38 billion in construction debt for an Oracle-leased data center project in Texas and Wisconsin, which a bank group including JPMorgan and MUFG has spent over six months trying to distribute, with some lenders now selling pieces at a discount to non-bank buyers.
startupfortune.com
· 2026-10-14
The IMF's Global Financial Stability Report, released Tuesday in Bangkok, warned that sovereign bond yields could rise sharply and disorderly as inflation, high debt loads and rollover risks strain government bond markets. It noted global public debt is nearing its highest level since World War II and approaching 100% of GDP, while AI firms' borrowing now makes up about 10% of global investment-grade bond issuance, up from under 1% since 2024.
cnbc.com
· 2026-10-13
A business columnist for Entrepreneur argues small businesses should build a 30-day cash flow plan to spot payroll shortfalls before they hit, citing Xero data showing U.S. invoices are paid about eight days late on average and Canadian ones about 11 days late. The piece also cites Canadian government survey data showing roughly 45% of small businesses seeking debt financing needed it for day-to-day operations like payroll, while only 40% say payroll data informs their decision-making.
entrepreneur.com
· 2026-10-13
CNBC reports that individual investors are increasingly using margin accounts — borrowing against their holdings to buy more stock — contributing to a record level of Wall Street margin debt. One case profiled is Hy Luu, a 29-year-old Houston engineering consultant who lives with his mother and began margin trading Tesla shares in 2021, at one point amassing more than $100,000 in margin debt and later exercising options that pushed his borrowing above $156,000.
cnbc.com
· 2026-10-09
SpaceX is reportedly negotiating with Apollo Capital Management and several banks to arrange financing for a $40 billion purchase of Nvidia GPUs, according to a person familiar with the discussions. The financing would largely rely on investment-grade debt markets, with the GPUs likely serving as collateral, just months after SpaceX raised $25 billion in bonds following its June IPO.
cnbc.com
· 2026-10-07
IMF Managing Director Kristalina Georgieva called on governments worldwide to accelerate efforts to reduce debt, tackle inequality and regulate artificial intelligence, speaking ahead of next week's IMF-World Bank meetings in Bangkok. She said economies are under pressure from heavy borrowing, AI-driven investment surges, and disruptions from conflicts in Ukraine and the Middle East, warning that 'tough political choices' can no longer be postponed.
fastcompany.com
· 2026-10-07
IMF Managing Director Kristalina Georgieva told a Singapore audience that AI investment is becoming a major driver of national economic fortunes, but warned that AI advancement, high energy costs and record public debt are straining already weak global growth. She described the economy as pulled between a negative energy shock from the Gulf war and a positive demand shock from AI investment, calling the combined effect highly uneven worldwide.
cnbc.com
· 2026-10-07
A conceptual essay uses a fictional village to explain how money evolved from barter, describing villagers adopting scarce riverbed stones as a shared unit of value. It then walks through how that system naturally gave rise to concepts like self-regulated supply, credit and debt as trade needs grew more complex.
gregorygundersen.com
· 2026-09-20
The Federal Open Market Committee voted unanimously to raise interest rates by a quarter point, marking the Fed's first increase since July 2023 and pushing its benchmark rate to a range of 3.75 to 4 percent. Chair Kevin Warsh cited persistently high inflation as the reason for the move. The change will ripple differently across consumer debt, from mortgages to car loans to credit cards.
entrepreneur.com
· 2026-09-16
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