Global Investing

Global Investing

NEW YORK, NEW YORK - MARCH 28: The CoreWeave company name is displayed during the company's Initial Public Offering(IPO) at the Nasdaq headquarters on March 28, 2025 in New York City. Cloud Based Artificial Intelligence Computing Company CoreWeave had its IPO this morning with its shares listed at $40. The company provides access to Nvidia graphics processing units for artificial intelligence training and workloads. (Photo by Michael M. Santiago/Getty Images)
Global Investing

FT: Investors dump data centre bonds as AI borrowers face ‘Darwin moment’

By
The Financial Times
4 min read
Debt issued by AI infrastructure providers and neocloud companies such as CoreWeave has sunk to increasingly stressed levels
PRETORIA, SOUTH AFRICA - MAY 19: National Treasury building during the VAT victory march to the National Treasury on May 19, 2025 in Pretoria, South Africa. This march celebrates the recent suspension of the proposed Value-Added Tax (VAT) increase, which the EFF views as a significant triumph for the working-class and impoverished communities. (Photo by Gallo Images/Frennie Shivambu)
Global Investing

The rich world’s debt crisis is coming. SA has been living in it for years

By
The Economist
5 min read
Will bonds blow up? A government-debt crisis is looming
SpaceX Reports First Quarterly Earnings Since Going Public HAWTHORNE, CALIFORNIA - AUGUST 04: A SpaceX Falcon 9 rocket is displayed at a SpaceX facility on August 04, 2026 in Hawthorne, California. SpaceX is set to release its first earnings report since its June IPO today after the closing bell, with analysts focused on the company's Starlink growth, AI spending and guidance as shares have fallen sharply from their post-IPO highs. (Photo by Justin Sullivan/Getty Images)
Global Investing

FT: SpaceX now wants $40bn for Nvidia chips. Its bonds already trade like junk.

By
The Financial Times
3 min read
Blockbuster debt deal is the latest sign of the vast spending on chips and other infrastructure underpinning AI
FILE PHOTO: "AI Artificial Intelligence" words, a keyboard and a robotics hand in this illustration taken, September 23, 2026. REUTERS/Dado Ruvic/Illustration/File Photo
Global Investing

AI's $30tn bet: the money may run out before the productivity arrives

By
Editor BizNews
5 min read
Data centre spending could dwarf the railway and dotcom booms, but economists warn the productivity gains needed to repay it remain elusive.
COMO, ITALY - SEPTEMBER 04: (EDITORIAL NOTE: This image has been converted to black and white version). Nouriel Roubini Chairman and CEO of Roubini Macro Associates attends the 52nd Edition of THEA 'Cernobbio Forum' on September 04, 2026 in Como, Italy. The TEHA Forum, hosted by the TEHA Group, offers Italian and international decision-makers the opportunity for high-level examinations of geopolitical, economic, technological and social scenarios and their implications for business and countries (Photo by Pier Marco Tacca/Getty Images)
Global Investing

Roubini on BizNews: Why is the global economy so resilient?

By
Editor BizNews
5 min read
Tariffs and the Iran War failed to sink global growth. Nouriel Roubini explains the four forces behind the resilience, and why the AI boom tops the list.
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