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πŸ“Š #AI #bonds πŸ‡ΊπŸ‡Έ $ORCL Oracle's bonds yield 2.2 percentage points more than US Treasuries, up from 0.9 a year ago. $CRWV CoreWeave's yield 10.4 more, up from 4.4 in April. $GOOGL Alphabet pays 0.3 over, as it did a year ago. $AMZN Amazon and $META Meta pay under a point. midgardfinance.com/ai/

Midgard Finance@midgardfinance.com

πŸ“Š #AI #bonds πŸ‡ΊπŸ‡Έ $CRWV CoreWeave's net interest expense was $1.87bn in the 12 months to June, against an operating loss of $0.23bn. In 2024, $0.32bn of operating income nearly covered $0.36bn of interest. Its dollar bonds yield about 15%, on 9% to 9.75% coupons. midgardfinance.com/ai/

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