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Hyperscaler Bond Spreads Blow Out After Google Shocks With Another $25 Billion Bond Offering
Hyperscaler Bond Spreads Blow Out After Google Shocks With Another $25 Billion Bond Offering
After tightening sharply following last week's (pre-Situational Awareness) rout which sent hyperscaler CDS to the widest on record, AI bond spreads are blowing out again this morning - with SpaceX bonds - which have quickly emerged as the fulcrum bond security of the AI world - plunging this morning on news that for the third time in a year, Alphabet which has emerged as the credit (both on and off balance sheet) nexus of the AI supercyle, is...
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Aug 5, 2026 / Tyler Durden
US Telecoms Slide On Starlink Mobile Threat; Bernstein Sees It As A "Jab, But No Knockout Yet"
US Telecoms Slide On Starlink Mobile Threat; Bernstein Sees It As A "Jab, But No Knockout Yet"
U.S. telecom stocks fell in premarket trading after SpaceX, during its first earnings call as a publicly traded company on Tuesday evening, outlined its vision for Starlink to challenge Verizon, T-Mobile, and AT&T.
This was the market reaction to discussions surrounding @Starlink Mobile during the SpaceX Earnings Call.
The big three telecom giants fell. The same thing happened when SpaceX acquired spectrum last year. https://t.co/4FfvFQdOTB pic.twitter.com/tAG7ywTxY7
— Nic Cruz Patane (@niccruzpatane) August 4, 2026
One of the...
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Aug 3, 2026 / Tyler Durden
Israeli Finance Minister Requests Netanyahu Approve Three Jewish Settlements In Gaza
Israeli Finance Minister Requests Netanyahu Approve Three Jewish Settlements In Gaza
Authored by Dave DeCamp via AntiWar.com,
Israeli Finance Minister Bezalel Smotrich on Sunday repeated his call for Israeli Prime Minister Benjamin Netanyahu to approve the establishment of three Jewish settlements in the Gaza Strip, as senior Israeli ministers continue to speak openly about their plans for permanent Israeli control of the Palestinian territory.
Smotrich made the call in a post on X, in which he referenced the withdrawal of settlements from Gaza and from an area of the northern West Bank, which he...
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Apr 16, 2026 / Tyler Durden
Continuing Slump In Global Media Climate Agitprop Bodes Ill For Future Net Zero Support
Continuing Slump In Global Media Climate Agitprop Bodes Ill For Future Net Zero Support
Authored by Chris Morrison via THE DAILY SCEPTIC,
Decades of careful grooming of incurious journalists designed to whip up a non-existent climate emergency have failed to halt a dramatic continuing collapse in mainstream media stories backing the Net Zero fantasy. Last year saw a 14% global slump in climate-related stories compared to 2024, which was already 38% down on peak Greta hysteria in 2021. Perhaps there is only so long that once trusting consumers are prepared to read, let alone...
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