Kevin O’Leary reveals shareholders, lenders and customers are DEMANDING TARIFF REFUNDS. In light of SCOTUS tariff ruling, Gov. Pritzker sent President Donald Trump an invoice of $8.6 billion.

In light of SCOTUS tariff ruling, Gov. Pritzker sent President Donald Trump an invoice of $8.6 billion. pic.twitter.com/aXhKF3vIOs — Natasha Korecki (@natashakorecki) February 20, 2026 🚨 JUST IN: Kevin O'Leary reveals shareholders, lenders and customers are DEMANDING TARIFF REFUNDS "It's not a great day for me. They all want their money back now! What am …

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“.. lenders have stopped pretending … The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000.”

".. lenders have stopped pretending .. .. The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000." 👇🏼 pic.twitter.com/d3N92Hr4YR — Kalani o Māui (@MauiBoyMacro) February 17, 2026 Lenders to commercial real-estate owners are reaching the breaking point, calling in tens of billions …

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Wall Street’s AI darlings hit funding wall after lenders tighten and long term yields surge. Eerie repeat of 2000 and 2007 as consumer discretionary stocks sink for months while S&P hits new highs classic pre crash setup returns

Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people still act like companies can burn billions a quarter forever. Then you look at the …

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$11.7 Billion from lenders of last resort…

Normally, SOFR rates should be below the Lender of Last Resort borrowing rate (i.e., the Primary Credit Discount Rate which should be a last resort rate for borrowers); and nobody wants to be seen as a scrub going to the Fed Discount Window. If SOFR stays above this for a while, that can be a …

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AI cartel seeks lenders to fund GPU purchases as cash runs low. Microsoft and Nvidia use contracts to guarantee GPU debt.

For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊‍♂️ …

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Stagflation threat could push rates higher for longer; Lenders to tech and VC face wave of credit pain…

“In a stagflation scenario, the risk is that rates will be higher for longer and credit losses will begin to accumulate, in particular for lenders to tech, growth, and VC, where borrowers are characterized by having no earnings and low coverage ratios.” Apollo Sadly, today's gap up in markets won't fix this. Per FDIC, the …

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If Michael Saylor is a genius, why does he need to keep telling people to buy his stock and borrow massive amounts of money? If Bitcoin collapses he faces a massive margin call from his lenders. No one will lend him money, he can’t issue new stock.

I don't understand why people buy $MSTR instead of just buying $BTC. — HayderTrader (@HayderTrader) December 21, 2024 https://twitter.com/FinanceLancelot/status/1870370239164166605 Bitcoin $BTC ETFs saw an outflow of $680 million on Thursday, the largest outflow in history 🚨 pic.twitter.com/PvAVtTFogQ — Barchart (@Barchart) December 21, 2024

Landlords Face a $1.5 Trillion Commercial Real Estate Maturity Wall. Around $95 billion of multifamily assets are at risk of distress. More lenders are submitting offers to refinance debt.

Landlords in the commercial real estate sector are indeed facing a significant challenge with $1.5 trillion of debt maturing by the end of next year. Approximately a quarter of this debt could be difficult to refinance due to higher interest rates and lower property valuations. Regarding multifamily assets, around $95 billion of these properties in …

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Auto lenders are going to start toppling like dominoes as repos soar in America. The banks aren’t out of the woods yet

Auto loans are fucked pic.twitter.com/SkOzrOrzsx — Darth Powell (@VladTheInflator) October 28, 2023   Car Owners Fall Behind on Payments at Highest Rate on Record The risk of vehicle repossession is rising for many Americans facing a budget crunch. Americans are falling behind on their auto loans at the highest rate in nearly three decades. With interest …

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Rising Rates Likely Hit Bank Balance Sheets in Quarter, Lenders need to pay up to keep depositors, pressuring earnings

From the WSJ: A surge in interest rates likely worsened unrealized losses on bonds and loans held by U.S. banks in the third quarter, further straining their balance sheets as they face pressure to pay more to keep depositors. Unrealized losses were a key cause of Silicon Valley Bank’s failure in March, which spurred other …

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$500m fire sale: Lenders begin to break up Jean Nassif’s crumbling empire… German property giant Vonovia slips to $2.1 billion loss as sector struggles

More than $500 million worth of major Sydney housing development projects are poised to hit the market as fugitive Jean Nassif’s failed property empire is rapidly dismantled by major lenders seeking quick sales to recoup debt. Thousands of anxious apartment owners living in Toplace buildings are concerned that nothing will be left over for them …

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As the EV bubble bursts, idiots who massively overpaid for Teslas are going to end up letting the repo man haul away their cars rather than continue making huge payments on a rapidly depreciating asset. Auto lenders, you are so f*cked.

(7a) Lower Priced Teslas The average price of a used Tesla is over $24k lower than the peak last July. Video: https://t.co/uwLwbR3ssh pic.twitter.com/9qfGaCetiH — Charlie Bilello (@charliebilello) July 19, 2023 h/t Simian_Stacker

Lenders are going to book huge losses as they’re forced to take back CRE whose valuations are plummeting

Lender moves to foreclose on 20-story S.F. office tower owned by WeWork venture The foreclosure lawsuit seeks to force payment of the debt, which now totals $250 million. Shady numbers. Wells Fargo increased their credit loss allowances by $949 million in their commercial loan portfolio per its earnings report. A huge skyscraper here in Baltimore …

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UK lenders have experienced the highest surge in mortgage defaults in over a decade

According to recent reports, lenders in the United Kingdom have experienced the most significant surge in mortgage defaults in over a decade. Over the past three months, there has been a noticeable increase in the number of borrowers who are struggling to meet their mortgage payment obligations, marking the highest level since mid-2009. ⚠️UK LENDERS …

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Subprime lenders cutting off dealers as auto loan delinquency rates rise

Automotive Credit Corp, a subprime lender, has begun cutting off select car dealers due to “ongoing concerns regarding adverse market conditions” This is exhausting — Car Dealership Guy (@GuyDealership) July 6, 2023 Serious Auto Loan Delinquency among people under the age of 30 is approaching Global Financial Crisis levels pic.twitter.com/gUIWILJ1sQ — Barchart (@Barchart) May 31, …

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Rebound in Rates Puts Pressure on Banks, Holdings of bonds and loans likely fell in value for most lenders in the second quarter

From the WSJ: Unrealized losses on bonds and loans held by U.S. banks are expected to have grown in the second quarter, potentially reanimating an issue that made investors nervous earlier this year. Meanwhile, pressure on profits is rising. A resilient economy and a steadier banking system caused market values for debt to generally fall …

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