The Next Big AI Debt Wave Is Pushing Credit Swaps to New Highs
THE SO WHAT
Credit risk gauges spiking ahead of an AI-driven bond issuance wave means capital markets are starting to price the scale and timing of AI capex, not just the story. If you’re a CFO leaning on cheap debt for AI buildout, assume spreads may widen and sequence projects accordingly.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationDetavio Samuels Says Creators Can Build Media Empires Beyond YouTube
If top creators are only clearing roughly $3,000–$5,000 per million views on-platform, the real business is off-platform IP, products, and owned distribution. Brands and operators should treat YouTube as top-of-funnel infrastructure—build margin in subscriptions, commerce, and licensing, not CPMs.
Tech & InnovationMusk Gave the Order to Slow Down Ukraine’s Starlink, WSJ Reports
A single executive order reportedly throttling Starlink in an active war zone underlines how much hard power now runs through private infrastructure. If your operations rely on commercial space, cloud, or comms, treat provider governance and single-actor risk as part of your continuity planning.
Tech & InnovationVisual Studio Pro is just $28 — how to claim this limited-time deal
A $27.97 lifetime license for Visual Studio Pro is less about savings and more about lowering friction for spinning up side projects and internal tools. If you run an engineering org, small tooling subsidies like this can quietly expand your surface area for experimentation.
Elon Musk says Tesla and SpaceX have set up committees to explore a merger
Formal merger committees at Tesla and SpaceX move the idea from tweet to process, even if Musk is recused. For counterparties, this is the moment to scenario-plan: how would a combined balance sheet and IP pool change your leverage in negotiations or your exposure to a single ecosystem.