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More analysis stories

The AI Bubble Meets the Bond Market

CoreWeave’s bond sell-off exposes the financing pressures behind the AI building boom, as heavy spending and debt repayments test the protection offered by large customer contracts.

In depth

The wider report

AI Can Change the World. Can It Pay for Itself?

AI could transform the economy without rewarding everyone financing it. As governments and technology companies compete for capital, higher borrowing costs are testing the returns on computing infrastructure.

China’s export earnings and vast financial reserves provide a cushion against the Middle East energy crisis. But smaller manufacturers face a harder calculation as…

Dispatches

US Treasury Secretary Scott Bessent promises to sever every economic lifeline sustaining Iran. Tehran says Washington is claiming authority over other sovereign states. History,…

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