depreciation
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CoreWeave Turns AI Data-Center Debt Into a Credit-Market Stress Test
CoreWeave shares and bonds came under pressure this week as investors repriced the leveraged neocloud model behind the AI data-center buildout. Axios reported CoreWeave bond yields above 15%, while Bloomberg reported credit-default pricing implying more than 60% odds of default within five years. The company’s own June 30, 2026 filing shows $35.6 billion of total indebtedness and $103.7 billion of remaining performance obligations, making CoreWeave a live test of whether AI demand can convert into enough cash flow to finance depreciation-heavy infrastructure.
Published Oct 16, 2026
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The Wealth-Engine Differential: Hard Asset Preservation vs Leverage-Based Multiplication
A clean, numbers-first comparison of $500,000 allocated to gold versus the same $500,000 deployed into leveraged Midwest single-family rentals. The point isn’t which asset “wins” on price—it’s how wealth engines compound through cash flow, tax structure, and balance-sheet optionality.
Published Jan 9, 2026