Oracle's debt-financed AI buildout faces rising cost of capital spiral
Oracle is funding a massive AI infrastructure buildout with debt and equity issuance while capex exceeds revenue and free cash flow is negative. Rising interest rates on its debt…
CoreWeave debt yield jumps 3 points in three months to 12.5%
CoreWeave's 2032 debt, issued in June, has seen its yield rise three full percentage points to ~12.5% in just three months, signaling that markets are demanding much higher compen…