Corporate Debt
Core Scientific’s $3.3B Junk Bond Exposes AI Infrastructure’s Financing Fracture
A 7.933% yield on data center debt reveals the unstable economics of GPU-backed financing as Big Tech's $650B capex spree migrates from equity to bond markets.
Credit Markets Flash 2008-Era Stress Signals as US Equities Enter Fourth Weekly Decline
Investment-grade spreads at 120 basis points and high-yield at 470 basis points reveal systemic liquidity strain as $1.35 trillion debt maturity wall collides with geopolitical shock and recession signals.
Treasury Selloff Exposes War-Era Fiscal Trap
Long-term yields surge past 4.27% as markets reprice defense spending and deficit sustainability, constraining Fed policy and reshaping capital allocation.
SoftBank Seeks Record $40 Billion Loan to Fund OpenAI Stake
Japanese conglomerate pursues one of the largest corporate loans in history as Masayoshi Son doubles down on AI dominance through unprecedented debt financing.