AI debt worries mount as CoreWeave's bond yield tops 15%, insuring
AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar
TL;DRAI infrastructure companies' rising borrowing costs signal investor doubts about data center economics.
Why it matters: Expensive debt could slow AI buildout and force consolidation among weaker players in the space.

An interview with Microsoft CEO Satya Nadella on the Nvidia RTX
TL;DRMicrosoft's new Surface Laptop Ultra uses Nvidia chips; Windows getting AI agent safety features.
Filing: Disney agreed to hire 60+ staff from Character.AI and pay them
TL;DRDisney is acquiring 60+ Character.AI workers for $180M plus $30M retention bonuses, pending bankruptcy court approval.
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