Thursday, October 15, 2026

CoreWeave / NEOCLOUD: Investors are dumping issued debt | Mohamed A. El-Erian @elerianm . . .CoreWeave: It's Worse Than You Think; Take Your Money And Run (Rating Downgrade)

"Prices of bonds issued to fund prominent data centres where Meta, Nvidia, Oracle and others will become tenants — such as “Hyperion” and “Project Excalibur” — have fallen well below par in recent weeks. Investors are also dumping debt issued by so-called neocloud companies — of which the best known is Nvidia-backed CoreWeave — which have been the most aggressive in how they finance their AI build-out."
#economy #markets #bonds #DataCentres


IN HINDSIGHT: Starshield

 Tuesday, July 01, 2025

Sunday, January 12, 2025

SpaceX launches NROL-153, Expanding U.S. Next Gen Spy Satellite Constellation

We don't know much beyond that, as the NRO tends to be tight-lipped about its orbiting assets. However, the proliferated architecture satellites are thought to be "Starshield" craft — modified versions of SpaceX's Starlink internet satellites featuring some high-tech reconnaissance gear.
SpaceX launches new round of spy satellites for NRO
Clyde Hughes
Fri, January 10, 2025 at 5:40 AM PST

Jan. 10 (UPI) -- SpaceX launched new spy satellites into lower Earth orbit for the National Reconnaissance Office, adding to the growing constellation of such U.S.-based intelligence-gathering satellites around the world.
  • The SpaceX Falcon 9 rocket launched the NROL-153 mission into space late Thursday from the Vandenberg Space Force Base in California with "classified payloads." 
  • The satellites have advanced remote-sensing capabilities to give real-time data on military enemy movements and other intelligence to support U.S. operations. 
  • The NRO launched six missions last year and including Thursday's launch has five more on the horizon in 2025.
Top stories

CoreWeave / NEOCLOUD: Investors are dumping issued debt | Mohamed A. El-Erian @elerianm . . .CoreWeave: It's Worse Than You Think; Take Your Money And Run (Rating Downgrade)

"Prices of bonds issued to fund prominent data centres where Meta, Nvidia, Oracle and others will become tenants — such as “Hyperion” a...