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21.09.26 - 02:06
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels (ZeroHedge)
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels
Overnight we explained why the AI supercycle now hinges on the ever faster issuance of more and more debt, so critically needed to fund trillions in capex in the coming years...
... and which according to Goldman will look something like this.
The problem is that as spreads keep blowing out as more investors do the ugly math (discussed extensively here), the pace of debt issuance is starting to slow as credit markets get cold feet.
The latest example comes courtesy of the same Oracle which we profiled as the "first AI domino to fall", back in November '25, and whose $18 billion in leveraged loans tied to a New Mexico data center leased to the company slid into stressed territory on Friday, highlighting investors' fear that increasing local backlash will derail the tech group's massive AI infrastructure build-out.
According to the FT, loans linked to the $165 billion “Project Jupiter” were quoted a...
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18.08.26 - 14:12
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Here Are Tuesday′s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, America Movil, Bath & Body Works, Duolingo, Gorilla Technology, Lumentum Holdings, Micron Technology, Tapestry,and More (24/7 Wall St.)
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Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open....
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21.07.26 - 14:33
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Betterware de México, S.A.P.I. de C.V. Announces Strategic Board Appointments and Retains New Innovation Strategic Consultant (Business Wire)
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MEXICO CITY--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) ("BeFra" or the "Company") announces today some changes to its Board of Directors and retains strategic consultant related to product innovation.
Changes in the Board of Directors
The Company announced the appointment of two accomplished executives to its Board of Directors as approved in its shareholder meeting:
Mr. Juan Pajón brings extensive experience in digital transformation and technology leadership. He currently serves as Head of Customer Success and Global Innovation at Oracle Corporation (NYSE: ORCL) and previously served as Global Chief Technology Officer of Grupo Bimbo (BMV: BIMBO) and Chief Information Officer for LATAM GSS at General Electric. Mr. Pajón is expected to contribute meaningfully to the Company's ongoing technological transformation.
Mr. Arquímedes Celis brings deep expertise in consumer goods and commercial strategy. He currently serves on the boards of Grupo Lala and Pilgr...
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23.02.26 - 15:30
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US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise (ZeroHedge)
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US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise
The Sunday killing of Nemesio "El Mencho" Oseguera Cervantes, the leader of Jalisco New Generation Cartel (CJNG), by Mexican security forces unleashed coordinated cartel retaliation attacks, driving rapid instability across Guadalajara (Jalisco's capital) and spilling into high-traffic resort areas, including Puerto Vallarta.
CNN reported that the US provided intelligence support to Mexican Army Special Forces, aided by aircraft and the National Guard's Immediate Reaction Force, during the operation to capture Oseguera. The operation, however, devolved into a fierce firefight with CJNG operatives and El Mencho that ultimately resulted in his death.
Almost immediately after El Mencho's death, Guadalajara, Mexico's third-largest city and the capital of Jalisco State, plunged into instant chaos as CJNG foot soldiers sparked narco-terrorism operations.
NEW:
?? Puerto Vallarta, is one of ...
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