BCS News
"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt
"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt
There is a comforting story going around credit desks about Oracle's data center problems: if the buildings are late, the capex is late too, and that buys the balance sheet some...
Zero Hedge
"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt
"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt
There is a comforting story going around credit desks about Oracle's data center problems: if the buildings are late, the capex is late too, and that buys the balance sheet some...
Zero Hedge
Inside Brooklyn's WNBA Boom and Barclays Revamp
Inside Brooklyn's WNBA Boom and Barclays Revamp...
Bloomberg Markets and Finance-YouTube
Former Barclays Traders Have Rate-Rigging Convictions Overturned
Former Barclays Traders Have Rate-Rigging Convictions Overturned...
Bloomberg Markets and Finance-YouTube
Forest Majeure: Finland Orders Google To Halt Work At Two Data Centers Less Than A Month After EUR13BN Splash
Forest Majeure: Finland Orders Google To Halt Work At Two Data Centers Less Than A Month After ?13BN Splash
The data center delay contagion has officially gone global.
Just hours after we laid out how Oracle's 1.3GW Wisconsin campus became the next domino to slip after the...
Zero Hedge
Fed Visits JPMorgan, Wells Fargo, Barclays In Private-Credit Risk Review
Federal Reserve Bank of New York staff have been meeting with major lenders since the spring to dig into how much private-credit risk.read more...
Benzinga
An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade
An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade
An inconvenient reality for the Trump administration's race to rebuild Western conflict-free critical materials supply chains outside China, whether domestically or through friendshoring, is that it won't...
Zero Hedge
Cowen: "Early Stages Of Looming EV Comeback"
Cowen: "Early Stages Of Looming EV Comeback"
Cowen analysts led by Itay Michaeli say the EV market has entered the early stages of stabilization as a combination of more self-driving capabilities and elevated gas and diesel prices has shifted consumers toward these vehicles.
"We are...
Zero Hedge
The $40 Billion Minerals Gamble: Can Trump Break China's Chokehold Before The West's Rearmament Hits A Wall?
The $40 Billion Minerals Gamble: Can Trump Break China's Chokehold Before The West's Rearmament Hits A Wall?
The Trump administration has committed billions of dollars to rebuild conflict-free critical materials supply chains outside China. The question remains whether these supply...
Zero Hedge
Debt Crisis Back? European Bond Markets Crash, CDS Explode Amid France Budget Panic Contagion
Debt Crisis Back? European Bond Markets Crash, CDS Explode Amid France Budget Panic Contagion
It's starting to smell awful sovereigny crisisy in Europe all over again.
In a vivid deja vu to the peak European debt crisis days of 2010 (and 2011... and 2012... and 2015), credit spreads...
Zero Hedge
Global Crop Prices Log Biggest Quarterly Jump Since Ukraine Invasion As Sticky Inflation Hits Grocery Bills
Global Crop Prices Log Biggest Quarterly Jump Since Ukraine Invasion As Sticky Inflation Hits Grocery Bills
The Bloomberg Agriculture Spot Index (BCOMAGSP) posted its largest quarterly gain since Russia invaded Ukraine in early 2022, as Black Sea disruptions, a crisis in the Strait of...
Zero Hedge