Articles by zerosizedweasle
2

Today Epsteincoin goes below 59k and Blue Owl Collapses

2

Dimon's 'cockroaches' to the BlueOwl freeze: Stress spreading in private credit (cnbc.com)

7

The singularity won't be gentle (natesilver.net)

3

People Are Worried About Blue Owl Liquidity (bloomberg.com)

2

The Shot Heard 'Round the World: Lexington, Concord and the Start of War [video] (youtube.com)

4

Blue Owl Capital Is Collapsing

7

Blue Owl Anxiety Rattles the $1.8T Private Credit Market (bloomberg.com)

3

Riskiest CLO Funds Are Flashing a Warning Sign: Credit Weekly (bloomberg.com)

1

CoreWeave's stock drops. Why a $4B Blue Owl funding snag has investors on edge (marketwatch.com)

2

People Loved the Dot-Com Boom. The A.I. Boom, Not So Much (nytimes.com)

2

OpenAI resets spending expectations, target is around $600B by 2030 (cnbc.com)

3

Blue Owl shopped debt for a CoreWeave data center. Lenders weren't sold (businessinsider.com)

207

Nvidia and OpenAI abandon unfinished $100B deal in favour of $30B investment (ft.com)

2

Blue Owl's Woes Expose Private Credit Risks for Retail Investors (bloomberg.com)

5

Blue Owl Capital stopping withdrawals has El-Erian making Bear Stearns parallels (marketwatch.com)

6

Blue Owl Halts Redemptions on Private Credit Retail Fund (bloomberg.com)

7

OpenAI Funding on Track to Top $100B in Latest Round (bloomberg.com)

5

Donald Trump's AI push fuels revolt in Maga heartlands (ft.com)

1

Intrator is a hedge fund scam artist

3

Peter Thiel knows about the AntiChrist

3

After all the hype, some AI experts don't think OpenClaw is all that exciting (techcrunch.com)

4

Sarajevo sniper tourists 'killed children by day, then partied at night' (thetimes.com)

2

AI Bubble Fears Are Creating New Derivatives (bloomberg.com)

3

Private Credit's Software Bet Is Even Bigger Than It Appears (bloomberg.com)

3

Nvidia rises 7% as Jensen Huang says $660B capex buildout is sustainable (cnbc.com)

3

Welcome to the $600B AI era, where Big Tech is spending like it's a Gilded Age (businessinsider.com)

5

Big Tech's 'breathtaking' $660B spending spree reignites AI bubble fears (ft.com)

6

Datacenter capex gravy train is over

8

Amazon Falls After Vowing to Spend $200B on AI This Year (bloomberg.com)

2

CoreWeave walks a debt tightrope, counting on key customers to be its safety net (deepquarry.substack.com)

2

The $3T AI Data Center Build-Out Becomes All-Consuming for Debt Markets (yahoo.com)

2

Data Center Demand Story Doesn't Add Up (bloomberg.com)

12

Banks seek out new buyers for Oracle data centre loans (ft.com)

5

AI's Lending Risk Getting Tougher to Compute (bloomberg.com)

2

UAE Firm Took Stake in the Trump Family's Crypto Company (nytimes.com)

17

Oracle to raise $50B as AI debt piles up (marketwatch.com)

4

Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk (bloomberg.com)

3

What Oracle Has to Lose from OpenAI and Nvidia's Rocky Relationship (wsj.com)

2

Nvidia and Oracle are sending similar warning signs about the AI trade (morningstar.com)

4

Private Credit Defaults Would Hit 13% in UBS Worst Case for AI (bloomberg.com)

1

Japan's Bond Market Has a Warning for America (bloomberg.com)

1

'Fell the enemies:' Illini Republicans support ICE amid Minnesota killings (dailyillini.com)

5

Oracle to Raise Up to $50B This Year for Cloud Investment (bloomberg.com)

4

Microsoft's $381B Rout Exposes Dark Side of the AI Binge (bloomberg.com)

2

How a BlackRock Loss Reignited Worries About What Is Hiding in Private Credit (wsj.com)

2

OpenAI Investment Was 'Never a Commitment,' Nvidia's Huang Says (bloomberg.com)

36

'Unsubscribe' and 'opt out': A new Big Tech boycott to protest ICE (businessinsider.com)

8

Elon Musk pours millions more into helping Republicans keep Congress (politico.com)

8

Marc Andreessen Bet Big on Trump. It's Paying Off for Silicon Valley (propublica.org)

2

AI Debt Spree Is Fueling a Credit Trading Frenzy: Credit Weekly (yahoo.com)

2

Private Credit Worries Bedevil Shares of Biggest Buyout Shops (bloomberg.com)

8

Politicians Are Calling the Protests in Minnesota an Insurgency (nytimes.com)

7

ICE claim that a man shattered his skull running into wall triggers tension (abcnews.go.com)

1

CoreWeave walks a debt tightrope, counting on key customers to be its safety net (deepquarry.substack.com)

14

AI is a planet-sized bubble – and Microsoft's slump is a taste of the crash (businessinsider.com)

2

Wall Street Braces for AI Bond Binge as Complacency Fears Mount (bloomberg.com)

13

DHS Used Neo-Nazi Anthem for Recruitment After Fatal Minneapolis ICE Shooting (theintercept.com)

21

The Trump Administration Is Publishing a Stream of Nazi Propaganda (theatlantic.com)

5

Administration Social Media Posts Echo White Supremacist Messaging (nytimes.com)

2

SoftBank Halts Talks to Buy Data Center Firm Switch in Blow to Son's Ambitions (bloomberg.com)

3

Japan Bond Crash Unleashes a $7T Risk for Global Markets (bloomberg.com)

7

Is This Billionaire a Financial Genius or a Fraudster? (nytimes.com)

5

Oracles AI datacenters buildout needs $500B Wall Street is flinching (businessinsider.com)

3

Margin accounts have a 6:1 debt to free credit ratio – Unprecedented (finra.org)

4

Trump Pushes A.I. Data Centers, but the GOP Is Cool to One in Alabama (nytimes.com)

21

Wall Street braced for a private credit meltdown. The risk of one is rising (cnbc.com)

22

Trump Family's $6.8B Fortune Is Increasingly Tied to Crypto (bloomberg.com)

2

Alex Pretti at the VA Hospital (reddit.com)

12

OpenAI chair Bret Taylor says AI is 'probably' bubble, expects correction coming (cnbc.com)

2

In Davos, the AI bubble is always someone else's problem (axios.com)

5

Dalio warns that 'capital wars' could follow Trump's action (cnbc.com)

3

U.S. 30-year Treasury yield jumps 9 basis points higher as trade war reignites (cnbc.com)

2

Japan's 40-year bond yield hits 4% record on fiscal jitters (cnbc.com)

4

Private credit investors pull $7B from Wall Street's biggest funds (ft.com)

2

AI boom is triggering déjà vu for some who predicted past crashes (washingtonpost.com)

4

Oracle sued by bondholders over losses tied to AI buildout (yahoo.com)

5

US withdrawing troops from key Middle East bases as precaution (reuters.com)

4

China's customs agents told Nvidia's H200 chips are not permitted (reuters.com)

1

CoreWeave Hid Data Center Delays, Investors Say (law360.com)

2

CoreWeave Overhyped AI Computing Capacity After IPO, Suit Says (bloomberglaw.com)

4

AI Bulls Are Bringing Us Hell

5

You guys are doing this to us

3

China Is Investigating Meta's Latest A.I. Acquisition (nytimes.com)

3

Blood for Stonks (theverge.com)

2

Blue Owl BDC Allows for 17% Redemptions as Investors Storm Exit (bloomberg.com)

3

The Money People Still Won't Admit We're in an AI Bubble–and They Never Will (inc.com)

2

AI 'Fatigue' Leaves Investors Focused on S&P's Other 493 Stocks (bloomberg.com)

3

The Stock Market Is Doing Something It's Only Done Twice Since 1871 (aol.com)

4

Fund managers prepare for 'reckoning' in US tech sector (ft.com)

2

The data center rebellion is here, and it's reshaping the political landscape (washingtonpost.com)

3

Fund managers prepare for 'reckoning' in US tech sector (ft.com)

2

AI Construction Costs Can Be an Accounting 'Black Box' (wsj.com)

3

AI-driven inflation is 2026's most overlooked risk, investors say (reuters.com)

1

CoreWeave in focus as it amends credit agreement (seekingalpha.com)