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AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar (New York Times) Main Link | Techmeme Permalink

18/10/26, 6:10 am3 reposts18 likes

Bill Stewart

@billstewart.bsky.social

15% is getting well into junk bond territory (I don't know what their actual ratings are, but the 2007-8 financial crash had all three rating agencies calling things AAA when they were totally toxic assets.)