22
4
Bankruptcies soar as companies grapple with inflation, tariffs (washingtonpost.com)
1
Chipwrecked (theverge.com)
1
Apollo cuts risk and stockpiles cash in preparation for market turmoil (ft.com)
3
The Private-Credit Party Turns Ugly for Individual Investors (wsj.com)
1
Stock Market Crash Is Here: How Bad Can It Get? (nasdaq.com)
2
CoreWeave's Staggering Fall from Market Grace Highlights AI Bubble Fears (wsj.com)
1
Investors seek protection from risk of AI debt bust (ft.com)
5
Oracle Credit Risk Gauge Deteriorates After Earnings Report (bloomberg.com)
2
Something Ominous Is Happening in the AI Economy (theatlantic.com)
3
The Silicon Valley Campaign to Win Trump over on AI Regulation (wsj.com)
6
Oracle is the canary in the coal mine for Big Tech's debt-fueled AI spending (marketwatch.com)
3
America's war on data centers is coming (vox.com)
1
Cost of insuring Oracle's debt surges amid financed AI buildout (yahoo.com)
3
Goldman: AI bubble brewing in private markets (msn.com)
4
Market fears mount over private credit inflating the AI bubble (capitalbrief.com)
3
Wall Street Races to Cut Its Risk from AI's Borrowing Binge (bloomberg.com)
69
Wall Street races to protect itself from AI bubble (rollingout.com)
140
The AI Backlash Is Here: Why Public Patience with Tech Giants Is Running Out (newsweek.com)
1
CoreWeaves existence undermines AI's legitimacy
3
AI Data Centers Can Tell Us Something About Credit Market Weakness (bloomberg.com)
2
Bond investors warned US Treasury over picking Kevin Hassett as Fed chair (ft.com)
4
AI bubble a "key downside risk" to U.S. economy, OECD warns (axios.com)
4
Morgan Stanley Considers Offloading Some of Its Data-Center Exposure (bloomberg.com)
3
Anthropic Cannot IPO, No Frontier Model Startup Can
1
CoreWeave Reveals the Significant Fragility of the 'AI Trade' for Broader Market (seekingalpha.com)
4
Market Volatility Underscores Epic Buildup of Global Risk (nytimes.com)
5
UK pension funds dump US equities on fears of AI bubble (ft.com)
14
Nvidia: Too Many Red Flags – Ratings Downgrade (seekingalpha.com)
6
U.S. Investors Rattled over Prospect of Rate Rise in Japan (wsj.com)
4
Trump's push for more Al data centers faces backlash from his own voters (reuters.com)
1
Private Credit 'Hysteria' Will Get Real Next Year (bloomberg.com)
3
Oracle's debt risk reaches high amid AI spending concerns (techhq.com)
4
OpenAI partners amass $100B debt pile to fund its ambitions (ft.com)
3
Market Volatility Underscores Epic Buildup of Global Risk (nytimes.com)
3
'The New Price of Eggs.' The Political Shocks of Data Centers and Electric Bills (nytimes.com)
4
New report examines how David Sacks might profit from Trump administration role (yahoo.com)
11
Morgan Stanley Warns Oracle Credit Protection Nearing Record High (yahoo.com)
1
SEC probes Jefferies over First Brands disclosures (ft.com)
5
Morgan Stanley Warns Oracle Credit Protection Nearing Record High – Above 2008 (bloomberg.com)
2
The AI Industry's Scaling Obsession Is Headed for a Cliff (wired.com)
5
Nvidia is going out of its way to rebut criticism. Savvy or adding fuel to fire? (marketwatch.com)
2
It sucks to be close to OpenAI (sherwood.news)
4
SoftBank's 40% Slide from Peak Shows Worry over Giant OpenAI Bet (bloomberg.com)
1
Private Debt Defaults Set to Climb as Middle-Market Firms Wobble (bloomberg.com)
2
Markets are getting more concerned about Oracle's AI data center debt (sherwood.news)
2
Private Credit's Sketchy Marks Get Warning Shot from Wall Street's Top Cop (bloomberg.com)
1
DoubleLine wary of AI funding wave that could alter US high-grade debt market (reuters.com)
3
Market Volatility Underscores Epic Buildup of Global Risk (nytimes.com)
7
Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions (barrons.com)
3
How the K-Shaped Economy Is Hurting Everyone but the Rich (bloomberg.com)
1
Will CoreWeave's Heavy Debt Load Disrupt Its Growth Momentum? (yahoo.com)
1
CoreWeave: Where the AI and Private Credit Bubbles Collide (seekingalpha.com)
2
US Leveraged Loans Under Strain as Buyers Yank Cash from Funds (bloomberg.com)
1
CoreWeave Earnings Highlight Risks of Surge in AI Borrowing (barrons.com)
2
Blue Owl Is the Sum of All Investor Fears (bloomberg.com)
1
Flood of AI Bonds Adds to Pressure on Markets (wsj.com)
7
Why concerns about an AI bubble are bigger (npr.org)
10
Behind the Curtain: Red Alert – Republicans Fret over American's Dislike of AI (axios.com)
3
Trump's support for pro-AI proposal fuels Maga backlash (ft.com)
2
AI data centers are straining power grids, environmental resources and markets (bloomberg.com)
3
Big Tech's Debt Binge Raises Risk in Race to Create an AI World (bloomberg.com)
1
Nvidia negative after Ray Dalio warns wealth gap poised for political explosion (fortune.com)
3
Wall Street is banking on too many Federal Reserve rate cuts, Vanguard warns (ft.com)
2
Algebris CEO Warns of 'Significant' Correction for Big AI Stocks (bloomberg.com)
3
US Stocks Slump Anew After Nvidia Results Fail to Quiet AI Angst (bloomberg.com)
3
Big Tech's Creative Financing Is Fooling No One (bloomberg.com)
9
AOC warns we're in 'massive' AI bubble '2008-style threats to economic stability (businessinsider.com)
5
The Politics of AI Are About to Explode – The Datacenter Elections (bloomberg.com)
3
Nvidia, Microsoft deal takes 'circular' financing to new level (thestreet.com)
7
Middle-class pulls back, alarming retailers: 'signs of real distress' (businessinsider.com)
1
AI bubble concerns tee up crucial Nvidia earnings report (axios.com)
4
Google Chief Warns over Trillion-Dollar AI Bubble (findarticles.com)
3
Fund managers warn AI investment boom has gone too far (ft.com)
3
AI Bubble and Growth Fears Are Creeping into US Credit Markets (bloomberg.com)
3
Fears of AI Bubble Grow, Bank of America Survey Shows (wsj.com)
3
The Hater's Guide to the AI Bubble Vol. 2 (wheresyoured.at)
6
Leaked documents shed light into how much OpenAI pays Microsoft (techcrunch.com)
2
Fear Spreads Across Markets as Crypto Selloff Raises Alarms (bloomberg.com)
1
Bitcoin Leads Global Stocks Selloff, Bonds Rally: Markets Wrap (bloomberg.com)
15
CoreWeave, the AI industry's ticking time bomb (niemanlab.org)
1
'Ugly' Technicals Put the US Stock Rally at Risk of Correction (bloomberg.com)
1
Blue Owl Plunges to 2023 Low After Blocking Exit from Fund (bloomberg.com)
2
Market Rout Intensifies Up Everything from Tech to Crypto to Gold (wsj.com)
2
Amazon joins Big Tech bond rush with $12B debt sale (ft.com)
1
CoreWeave's Worst-Ever Week Shows AI Traders Are Getting Picky (bloomberg.com)
1
AI Is Making Big Tech Weaker (wsj.com)
1
Fed's Logan: Would be hard to support December rate cut (reuters.com)
3
Korean retail investors are Nvidia CEOs exit liquidity
2
AI Debt Explosion Has Traders Searching for Cover: Credit Weekly (bloomberg.com)
2
The cost of protecting Oracle Corp.'s debt against default rose on Friday (bloomberg.com)
18
Do you know how much the world outside a small group of people hate AI?
2
Fed's Schmid Says More Cuts Could Drive Inflation Pressures (bloomberg.com)
2
Big Tech's Soaring Profits Have an Ugly Underside: OpenAI's Losses (wsj.com)
4
Seasonal hiring weakest since the Great Recession, reports show (washingtonpost.com)
20
Oracle's credit default swaps surge as Barclays downgrades its debt rating (moomoo.com)
1
The total budget for NYC in 2024 was $118B (nyc.gov)
2
Meta, OpenAI expand AI investments Funding structures grow more complex (bloomingbit.io)
2
The Market Is Turning Against AI Spending (seekingalpha.com)
2