#credit-risk
#credit-risk
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#private-credit #ai-infrastructure #financial-stability #data-centers #corporate-debt #oracle #cloud-spending
fromFortune
6 days agoMore Big Tech company debt 'would increase the macro risks associated with the AI build-out,' Goldman Sachs warns | Fortune
Even as this trend has taken hold, the spread of the investment grade bond markets over treasuries, in aggregate, has gone from about 70 basis points to about 85 basis points today. I would anticipate that if the hyperscaler debt issuance theme continues, we could see spreads widen as much as 95 basis points, which is material when we're talking about a relatively low volatility market,
Business
Artificial intelligence
fromFortune
1 week agoTop economist Mohamed El-Erian warns the AI bubble will 'end in tears' and credit 'cockroaches' abound | Fortune
Investors should expect significant individual AI losses and multiple credit accidents, even though the overall financial system is likely to remain intact.
Business
fromBusiness Insider
1 month agoJamie Dimon on Tricolor and First Brands crack-ups: 'When you see one cockroach, there's probably more'
Auto industry bankruptcies exposed strain in non-bank lending, prompting JPMorgan to warn of broader credit risks and tighten underwriting after a $170 million loss.
fromInside Higher Ed | Higher Education News, Events and Jobs
4 months agoDrops in International Student Tuition Could Pose Credit Risk
The reduction in international students presents a credit risk for universities heavily reliant on this demographic because of potential declines in tuition income, as international students typically pay full tuition fees.
Higher education
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