credit markets

Geopolitics Markets

First Brands Creditors Face Near-Total Loss as $11 Billion Fraud Unravels Leveraged Loan Market

Court-supervised asset sales yield pennies on the dollar as one of 2025's largest bankruptcies exposes catastrophic failures in private credit due diligence and off-balance sheet financing oversight.

8 min read ·
Markets Technology

The Trillion-Dollar Bet: Inside Big Tech’s Debt-Fueled AI Buildout

Hyperscalers have issued $121 billion in bonds this year alone to finance data centers and GPUs—but with ROI timelines stretching beyond 2030, the largest infrastructure bet in corporate history is raising questions Wall Street can't ignore.

9 min read ·
AI Markets Technology

Wall Street Packages AI Volatility Insurance as Bubble Fears Mount

Banks pitch variance swaps and collar strategies to institutional clients seeking protection against concentration risk in overheated tech stocks

8 min read ·
Markets

Credit Contagion Warning: SVP’s Khosla Says Software Selloff Threatens Leveraged Markets

As $47 billion in tech loans trade distressed, a major distressed debt investor warns the decoupling between tight credit spreads and equity carnage may be ending.

7 min read ·