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The cost of protecting against a Meta default has more than doubled in a year.
135 sats \ 0 comments \ @EconVerse 4 Nov Stacker_Stocks
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Credit default swaps forecast AI bankruptciesprotos.com/credit-default-swaps-forecast-ai-bankruptcies/
798 sats \ 3 comments \ @0xbitcoiner 29 Jul Stacker_Stocks
Investors Are Growing Wary of AI-Related Debt | The Motley Foolwww.fool.com/investing/2026/07/16/investors-are-growing-wary-of-ai-related-debt/
322 sats \ 2 comments \ @BlokchainB 17 Jul AI Stacker_Stocks
💰 $700 billion capex isn’t enough - Snackssherwood.news/snacks/newsletters/700-billion-capex-isnt-enough/
412 sats \ 0 comments \ @BlokchainB 2 May AI charts_and_maps Stacker_Stocks
Meta's free cash flow fell to $0.8 billion in the second quarter of 2026.
462 sats \ 1 comment \ @EconVerse 30 Jul Stacker_Stocks
Meta, Google, and Microsoft Triple Down on AI Spendingwww.wired.com/story/microsoft-google-meta-2025-earnings/
334 sats \ 1 comment \ @0xbitcoiner 30 Oct 2025 Stacker_Stocks
The Great Capital Rotation - Pierre Rochardx.com/BitcoinPierre/status/2065820796065349716
1444 sats \ 4 comments \ @Scoresby 13 Jun bitcoin econ
⬆️ What’s up? Nearly everything - Snackssherwood.news/snacks/newsletters/whats-up-nearly-everything/
236 sats \ 0 comments \ @BlokchainB 10 Apr AI Stacker_Stocks
Moody’s Forecasts $3 Trillion Data Center Investment by 2030www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats \ 0 comments \ @BlokchainB 24 Jan AI Construction_and_Engineering
Oracle's risk of DEFAULT has never been higher
286 sats \ 1 comment \ @GlobalMarketsInvestor 29 Mar Stacker_Stocks
The Money Beneath The Market
6081 sats \ 0 comments \ @KudzaiK 21 Sep bitcoin econ
Mind the gap: Is high yield paid for the jump?bondvigilantes.com/blog/2026/11/mind-the-gap-is-high-yield-paid-for-the-jump/
405 sats \ 0 comments \ @0xbitcoiner 3 Nov Stacker_Stocks econ
The mathematics of the market is starting to fail.
1015 sats \ 1 comment \ @economy 3 Nov 2025 Stacker_Stocks
😰 Oracle’s debt AI-nxiety - Snackssherwood.news/snacks/newsletters/oracles-debt-ai-nxiety/
343 sats \ 0 comments \ @BlokchainB 13 Jun AI Stacker_Stocks
AI, Interest Rates, and Financial Bubbles (FT, Ruchir Sharma)www.ft.com/content/6e99dc59-8bd0-4c5c-8186-f6ceed04233a
5713 sats \ 1 comment \ @denlillaapan 2 Nov Politics_And_Law econ
The debt-fueled AI boom is crackingwww.axios.com/2026/10/16/wall-street-limit-ai-spending-debt
502 sats \ 1 comment \ @jakoyoh629 16 Oct AI Stacker_Stocks
Meta lifts spending forecast, flags legal scrutiny, shares fallfinance.yahoo.com/sectors/technology/articles/meta-lifts-capital-expenditure-forecast-200527370.html
238 sats \ 1 comment \ @ch0k1 29 Apr Stacker_Stocks
Amazon Is Spending $220 Billion on AI Infrastructure. And Still Can't Keep Up.
207 sats \ 0 comments \ @JRem 2 Nov Stacker_Stocks
US Budget Deficit: October | Ten31www.ten31timestamp.com/p/ten31-timestamp-925785
255 sats \ 0 comments \ @0xbitcoiner 2 Dec 2025 Stacker_Stocks
Hidden risk in the data center boom
195 sats \ 2 comments \ @EconVerse 18 Dec 2025 Stacker_Stocks
Mag7 Meets the Three AI-Migos (FT, Craig Coben & David Erickson)www.ft.com/content/98582580-20ed-4205-9ef2-4d56657b0004
3943 sats \ 19 comments \ @denlillaapan 24 Jun Stacker_Stocks econ
Hedging AI Wealth: Quitting, and Buying CDS and Options (WSJ, Gunjan Banerji)www.wsj.com/finance/stocks/ai-investors-are-racing-to-get-insurance-on-the-biggest-market-bet-in-history-a60e296f
958 sats \ 0 comments \ @denlillaapan 3 Nov trading Stacker_Stocks econ