AI Trade in a Prisoner’s Dilemma: Can the Bond Market Stop the Slide?
Barclays warns that AI giants' rush to raise debt has created a prisoner's dilemma, pushing up funding costs and preventing credit spreads from tightening. The bond market's ability to absorb AI-related debt...
·
1d ago
Goldman Sachs Warns: Markets May Be Unprepared for Either Outcome of Fed’s December Rate Decision
Goldman Sachs warns that markets are not positioned for either a rate hike or a pause in December, with both outcomes posing risks to risk assets. The crypto market, sensitive to liquidity...
·
2d ago
Moonshot AI’s Kimi K3.1 Pro Outperforms GPT-6 in Coding Agent Tests, Adds 3D Modeling and Finance Upgrades
Moonshot AI has launched Kimi K3.1 Pro, a new model that outperforms GPT-6 in coding agent benchmarks and adds enhanced 3D modeling and financial capabilities. The model's weights are open until November...
·
3d ago
Anthropic’s $60B Chip Debt Deal Signals AI’s Growing Capital Intensity
Anthropic is raising a record $60 billion in debt financing, codenamed Project North Star, to fund chip purchases, with yields exceeding 10% for investors like Blackstone. The deal highlights the massive capital...
·
Oct 17, 2026
The Most Dangerous Divergence in US Stocks: Average Stocks Have Crashed, How Long Can AI Giants Hold Up?
US stocks are experiencing a dangerous divergence, with AI mega-caps soaring while the average stock languishes. This concentration risk raises questions about the sustainability of the rally and the potential for a...
·
Oct 17, 2026
Anthropic’s President Once Had a Stuffed-Toy Advisory Board
Anthropic's president once used stuffed toys as an advisory board, a quirky detail that contrasts with the company's rise to AI prominence. This article explores the implications for AI safety, competition, and...
·
Oct 7, 2026
AI Data Center Financing Tightens: Bank Retreat, Bond Discounts Squeeze Crypto-AI Buildout
Banks are retreating from AI data center lending and bond discounts are becoming the norm, raising capital costs across the AI infrastructure stack. For crypto-AI projects, the credit squeeze creates both a...
·
Oct 6, 2026
BofA Warns US Stocks Are Repeating the 2000 Dot-Com Bubble Playbook
Bank of America warns that US equities are mirroring the narrow, tech-led rally that preceded the March 2000 dot-com peak, with only technology and communication sectors advancing. The parallel raises concentration and...
·
Oct 4, 2026
AI Debt Issuance Is Crowding Out the U.S. Treasury — and Taxpayers May Pay Twice
Massive AI-related corporate debt issuance is competing directly with U.S. Treasuries for investor demand, pushing yields higher and raising the government's refinancing costs. Even if AI succeeds economically, the asymmetric distribution of...
·
Oct 3, 2026
Anthropic Targets $2 Trillion Valuation in Pre-Thanksgiving IPO Sprint
Anthropic is preparing a Pre-IPO investor day on October 14 and plans to list in November at a potential $2 trillion valuation. The deal could become one of the largest US technology...
·
Oct 2, 2026
No updates yet — follow the articles tab for now.