AI信用卡的融资成本愈发高昂，CoreWeave债券收益率突破16%

投资者正在放弃 CoreWeave：我看到三倍上涨潜力

Investors are giving up on CoreWeave. I see a potential triple

Despite CoreWeave's steep sell-off and mounting debt concerns, contrarian technology investor Paul Meeks sees significan…

选举震荡打击AI股，数据中心建设沦为消耗战

AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'

The election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and ques…

过去一个月，油、AI和债券交易都变了

Everything changed for the oil, AI and bond trades over the past month

The market expects oil to keep rising, but treasury yields have declined, a warning traders and investors may be more wo…

An AI label alone no longer wins lenders, JPMorgan says

As default insurance on several AI-linked firms hits record costs, companies must show they can finance investment, serv…

AI建设热潮陷入动荡：新云服务商承压、信用风险上升，Solidigm撤回IPO

Turmoil hits AI build-out as neoclouds face pressure, credit risks mount and Solidigm pulls IPO

Stock slumps, pulled IPOs and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.