markets·2h ago
Fidelity's Timmer Flags AI Debt Risk as CoreWeave Bond Yields Top 15%
Jurrien Timmer argues the danger in the AI trade may sit in credit markets rather than equity valuations, pointing to CoreWeave's elevated bond yields.
We use cookies for anonymous analytics and ad measurement to improve the site. Cookie policy.
Original coverage across the crypto market, updated daily.
Jurrien Timmer argues the danger in the AI trade may sit in credit markets rather than equity valuations, pointing to CoreWeave's elevated bond yields.

The Japanese bitcoin treasury company plans a ¥52 billion zero-coupon bond sale due 2031 as its shares trade far below their peak.
Economist Peter Schiff predicts the next financial downturn will originate in bonds, impacting stocks, housing, and crypto.