Veytics Intelligence
2026-10-15 · Yahoo

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.

Lire le briefing complet de Veytics

Nous affichons publiquement l'idee principale. Creez un compte gratuit pour lire l'article complet, l'enregistrer, le commenter et le relier au contexte marches et OSINT.