Don't See Canary in Coal Mine For AI: Khoda

Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." A measure of CoreWeave's credit risk climbed to an all-time high Thursday as some of its high-yield bonds extended declines, rattled by the AI cloud-computing company's talk of tapping vast pools of capital from insurers. Video Transcript 00:00 Speaker A I want to ask you about CoreWeave. And Neha, of course, you've seen how the bonds for CoreWeave now yield 15%, distressed levels. One analyst sees the stock going to zero at some point. Oracle also declaring force majore on a data center project.