Sunday, October 25, 2026/Compiled from 13 shows at 6:09 AM ET/13 episodes reviewed · 78 quotes on file
NEOCLOUD CRASH RISK — CoreWeave Faces 60% Chance of Default on $50B Debt Load

The Lead · heard on 2 shows

NEOCLOUD CRASH RISK — CoreWeave Faces 60% Chance of Default on $50B Debt Load

Data center provider CoreWeave faces mounting financial strain as high borrowing costs and heavy leverage raise fears of default in the AI infrastructure boom.

The tape Prof G Markets · Oct 24
“CoreWeave had not only taken on $50 billion in debt, they'd done so at a 9% interest rate while generating a 1% return.”
Ed Elson · The AI Bubble Isn't Where You Think It Is
2:45 / --:--
MacroVoices · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceOct 22

'LOOKS LIKE AN EMERGING MARKET CRISIS' — Analyst Warns on French Debt

GavCal founder Louis-Vincent Gav warns that France's 5% GDP deficit and political gridlock have triggered severe foreign-funded debt strain.

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