Articles by zerosizedweasle
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Datacenter capex gravy train is over

8

Amazon Falls After Vowing to Spend $200B on AI This Year (bloomberg.com)

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CoreWeave walks a debt tightrope, counting on key customers to be its safety net (deepquarry.substack.com)

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The $3T AI Data Center Build-Out Becomes All-Consuming for Debt Markets (yahoo.com)

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Data Center Demand Story Doesn't Add Up (bloomberg.com)

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Banks seek out new buyers for Oracle data centre loans (ft.com)

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AI's Lending Risk Getting Tougher to Compute (bloomberg.com)

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UAE Firm Took Stake in the Trump Family's Crypto Company (nytimes.com)

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Oracle to raise $50B as AI debt piles up (marketwatch.com)

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Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk (bloomberg.com)

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What Oracle Has to Lose from OpenAI and Nvidia's Rocky Relationship (wsj.com)

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Nvidia and Oracle are sending similar warning signs about the AI trade (morningstar.com)

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Private Credit Defaults Would Hit 13% in UBS Worst Case for AI (bloomberg.com)

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Japan's Bond Market Has a Warning for America (bloomberg.com)

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'Fell the enemies:' Illini Republicans support ICE amid Minnesota killings (dailyillini.com)

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Oracle to Raise Up to $50B This Year for Cloud Investment (bloomberg.com)

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Microsoft's $381B Rout Exposes Dark Side of the AI Binge (bloomberg.com)

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How a BlackRock Loss Reignited Worries About What Is Hiding in Private Credit (wsj.com)

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OpenAI Investment Was 'Never a Commitment,' Nvidia's Huang Says (bloomberg.com)

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'Unsubscribe' and 'opt out': A new Big Tech boycott to protest ICE (businessinsider.com)

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Elon Musk pours millions more into helping Republicans keep Congress (politico.com)

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Marc Andreessen Bet Big on Trump. It's Paying Off for Silicon Valley (propublica.org)

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AI Debt Spree Is Fueling a Credit Trading Frenzy: Credit Weekly (yahoo.com)

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Private Credit Worries Bedevil Shares of Biggest Buyout Shops (bloomberg.com)

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Politicians Are Calling the Protests in Minnesota an Insurgency (nytimes.com)

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ICE claim that a man shattered his skull running into wall triggers tension (abcnews.go.com)

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CoreWeave walks a debt tightrope, counting on key customers to be its safety net (deepquarry.substack.com)

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AI is a planet-sized bubble – and Microsoft's slump is a taste of the crash (businessinsider.com)

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Wall Street Braces for AI Bond Binge as Complacency Fears Mount (bloomberg.com)

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DHS Used Neo-Nazi Anthem for Recruitment After Fatal Minneapolis ICE Shooting (theintercept.com)

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The Trump Administration Is Publishing a Stream of Nazi Propaganda (theatlantic.com)

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Administration Social Media Posts Echo White Supremacist Messaging (nytimes.com)

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SoftBank Halts Talks to Buy Data Center Firm Switch in Blow to Son's Ambitions (bloomberg.com)

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Japan Bond Crash Unleashes a $7T Risk for Global Markets (bloomberg.com)

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Is This Billionaire a Financial Genius or a Fraudster? (nytimes.com)

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Oracles AI datacenters buildout needs $500B Wall Street is flinching (businessinsider.com)

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Margin accounts have a 6:1 debt to free credit ratio – Unprecedented (finra.org)

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Trump Pushes A.I. Data Centers, but the GOP Is Cool to One in Alabama (nytimes.com)

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Wall Street braced for a private credit meltdown. The risk of one is rising (cnbc.com)

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Trump Family's $6.8B Fortune Is Increasingly Tied to Crypto (bloomberg.com)

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Alex Pretti at the VA Hospital (reddit.com)

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OpenAI chair Bret Taylor says AI is 'probably' bubble, expects correction coming (cnbc.com)

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In Davos, the AI bubble is always someone else's problem (axios.com)

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Dalio warns that 'capital wars' could follow Trump's action (cnbc.com)

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U.S. 30-year Treasury yield jumps 9 basis points higher as trade war reignites (cnbc.com)

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Japan's 40-year bond yield hits 4% record on fiscal jitters (cnbc.com)

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Private credit investors pull $7B from Wall Street's biggest funds (ft.com)

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AI boom is triggering déjà vu for some who predicted past crashes (washingtonpost.com)

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Oracle sued by bondholders over losses tied to AI buildout (yahoo.com)

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US withdrawing troops from key Middle East bases as precaution (reuters.com)

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China's customs agents told Nvidia's H200 chips are not permitted (reuters.com)

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CoreWeave Hid Data Center Delays, Investors Say (law360.com)

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CoreWeave Overhyped AI Computing Capacity After IPO, Suit Says (bloomberglaw.com)

4

AI Bulls Are Bringing Us Hell

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You guys are doing this to us

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China Is Investigating Meta's Latest A.I. Acquisition (nytimes.com)

3

Blood for Stonks (theverge.com)

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Blue Owl BDC Allows for 17% Redemptions as Investors Storm Exit (bloomberg.com)

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The Money People Still Won't Admit We're in an AI Bubble–and They Never Will (inc.com)

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AI 'Fatigue' Leaves Investors Focused on S&P's Other 493 Stocks (bloomberg.com)

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The Stock Market Is Doing Something It's Only Done Twice Since 1871 (aol.com)

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Fund managers prepare for 'reckoning' in US tech sector (ft.com)

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The data center rebellion is here, and it's reshaping the political landscape (washingtonpost.com)

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Fund managers prepare for 'reckoning' in US tech sector (ft.com)

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AI Construction Costs Can Be an Accounting 'Black Box' (wsj.com)

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AI-driven inflation is 2026's most overlooked risk, investors say (reuters.com)

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CoreWeave in focus as it amends credit agreement (seekingalpha.com)

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The AI debt boom does not augur well for investors (ft.com)

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CoreWeave credit agreement amendment puts liquidity covenant in focus (ts2.tech)

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How the bubble bursts – This time isn't different (ft.com)

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The red flags investors should look for in private lending (ft.com)

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Everyone's Watching Stocks. The Real Bubble Is AI Debt (bloomberg.com)

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Everyone's Watching Stocks. The Real Bubble Is AI Debt (bloomberg.com)

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Why CoreWeave Is Weighed Down by Its Debt Load (yahoo.com)

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Wall Street is starting 2026 with echoes of 2000's dot-com woes (marketwatch.com)

2

Tesla Sales Outlook Darkens Despite Musk's Self-Driving Euphoria (bloomberg.com)

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AI Backlash Grew in 2025 – The Year AI Wore Out It's Welcome (futurism.com)

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Neocloud bubble is a serious danger to the economy

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CoreWeave Has Dramatically Further to Fall (seekingalpha.com)

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As A.I. Companies Borrow Billions, Debt Investors Grow Wary (nytimes.com)

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Bankruptcies are exploding across the economy (businessinsider.com)

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Bankruptcies soar as companies grapple with inflation, tariffs (washingtonpost.com)

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Apollo cuts risk and stockpiles cash in preparation for market turmoil (ft.com)

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The Private-Credit Party Turns Ugly for Individual Investors (wsj.com)

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Stock Market Crash Is Here: How Bad Can It Get? (nasdaq.com)

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CoreWeave's Staggering Fall from Market Grace Highlights AI Bubble Fears (wsj.com)

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Investors seek protection from risk of AI debt bust (ft.com)

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Oracle Credit Risk Gauge Deteriorates After Earnings Report (bloomberg.com)

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Something Ominous Is Happening in the AI Economy (theatlantic.com)

3

The Silicon Valley Campaign to Win Trump over on AI Regulation (wsj.com)

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Oracle is the canary in the coal mine for Big Tech's debt-fueled AI spending (marketwatch.com)

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America's war on data centers is coming (vox.com)

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Cost of insuring Oracle's debt surges amid financed AI buildout (yahoo.com)

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Goldman: AI bubble brewing in private markets (msn.com)

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Market fears mount over private credit inflating the AI bubble (capitalbrief.com)

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Wall Street Races to Cut Its Risk from AI's Borrowing Binge (bloomberg.com)

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Wall Street races to protect itself from AI bubble (rollingout.com)

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The AI Backlash Is Here: Why Public Patience with Tech Giants Is Running Out (newsweek.com)