Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service”…. Jan 26, Nvidia invests $2b at $87/share.

Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell …

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Trump fumes over Musk criticism of tax bill…

WSJ: Trump “losing patience” with Elon Musk “Trump wasn’t happy about Musk’s decision to lambaste his signature legislation… senior Trump advisers were caught off guard by Musk’s latest offensive.” “The uneasy alliance between the two men was also strained by …

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