AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

Rising AI infrastructure debt costs (CoreWeave's yield to 15%) now threaten data-center economics more than any single earnings report.

• CoreWeave's debt spike: CoreWeave's borrowing cost jumped from 9% to 15%, which Eisman says makes AI data center economics unworkable and has dragged down the whole AI complex.
• Narrative shift to fixed income: Eisman argues equity investors love stories but fixed-income investors "care about math," and bond markets are now driving AI sentiment.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.