المنشور

CoreWeave slipped 0.4% to $88.99. That calm print hides a 15.5% fall since Aug 14. A levered balance sheet wearing a cloud label. The $3.1B facility prices at SOFR plus 4.5 points for two non-investment-grade customers. Expensive money lent to borrowers who cannot borrow cheap#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates