Today's Top 5 AI Stories in 60 Seconds: Tesla Profit -43% as Optimus Ships, Meta $35B Capex, OpenAI
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Is the AI bubble starting to pop? CoreWeave's bonds are yielding ~15% and its equity has been hammered this year. Anthropic is paying 10% on its riskiest chip debt while it cut its ipo valuation by some 25% allegedly. The AI boom's own borrowing is pushing up the cost of money that decides what these companies are worth. Which matters a hell of a lot when US gdp itself is being driven by a wealth effect from the booming prices until now. #ai #aibubble #stockmarket #economics #bonds
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