15% Debt Yields Are Breaking the AI Data Center Math
Deep Values: Value Investing Deep Dives · Oct 23, 2026 · 22:07
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 23, 2026 · 22:07
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Steve Eisman's market wrap, read through a Graham-Buffett lens: why CoreWeave's jump to 15% debt yields, Meta's $825B of commitments and SpaceX's $29.6B quarterly capex mean tech is no longer capital-light. With rates stuck high, the fixed-income math now decides which moats survive, from AI data centers to telecom and housing.
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