THE BOND MARKET IS SENDING A DIRE WARNING TO WALL STREET ABOUT THE AI INFRASTRUCTURE BUILD - OUT , BUT IS ANYONE PAYING ATTENTION ?

What happened: The article says long-duration corporate bonds from AI infrastructure companies are falling to record lows, with SpaceX's 2056 notes at $0.84 and yields above 8%. Key numbers: SpaceX issued $25 billion in debt across five maturities. Oracle 5-year CDS ~263 basis points, SpaceX ~203, CoreWeave 982. Why it matters: The article states credit markets are repricing the risk of Big Tech's borrowing to fund data centers, and that rising lending costs or a slowdown in the build-out could pressure a highly valued stock market.

The article says long-duration corporate bonds from AI infrastructure companies are falling to record lows, with SpaceX's 2056 notes at $0.84 and yields above 8%.

The article states credit markets are repricing the risk of Big Tech's borrowing to fund data centers, and that rising lending costs or a slowdown in the build-out could pressure a highly valued stock market.