Company
Evercore is a leading US independent investment bank providing M&A advisory, restructuring, and equity research, including macro analysis via its ISI unit.
CoreWeave's 2031 bond yield passed 16% and the cost to insure its debt topped 1,000 basis points, a record. The strain sits on one loss-making borrower, and the sources do not show it spreading across AI infrastructure.
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The 10-year Treasury yield reached about 5.22% from 4.75% in August, a level last seen in 2007, Axios reported. Wall Street analysts say heavy AI borrowing could make financing harder for the government, other companies and households.
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Bond investors are demanding about 3.3 points of real return in the 30-year Treasury's 5.62% close, against a long-run inflation forecast near 2.3%. Their exposure is the real cost of funding the government, and inflation hedges do little to cover it.
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Oracle shares fell more than 6% on Thursday after it sent a force majeure notice to Blue Owl over Project Jupiter, its New Mexico AI data center. The notice protects Oracle's cash if the site runs late and makes its 2028 date the one lenders and investors now watch.
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OpenAI says its new ChatGPT for Financial Services pairs built-in financial data with GPT-6 Astra reasoning for research, modeling and client materials. The announcement does not say where that data comes from.
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OpenAI's financial-services ChatGPT arrives with market data licensed from the vendors banks already pay, and without a published price the buy-or-keep comparison cannot be run. Its own benchmark still misses about three answers in ten.
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Cognex is buying the depth-camera business Intel spun out last year with cash on hand, and the retention and stock package attached to the deal adds 21% to the $500 million purchase price. Robot builders inherit a new supplier.
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The engineering in OpenAI's financial-services launch sits in the retrieval path, and the flagship model underneath it is the one the API already serves. That split decides what a buyer can build for itself.
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OpenAI's finance product was designed with Morgan Stanley and Evercore and is sold only to institutions the company clears in advance. Nick Turley said demand was heavy and would not name a bank that has bought it.
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A Fortune column pins the 30-year's move to 5.35 per cent on Trump's Dallas pledge and prices the payment at $8,000 a head. That second figure holds only if the coupons are borrowed too.
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