Reporting on all things credit for @9finHQ. Movie fan & erstwhile line cook
San Francisco, CA
Joined February 2019
- Tweets2.2K
- Following3.3K
- Followers4.3K
- Likes13.6K
Nvidia’s board is preparing to oust CEO Jensen Huang, its founder and chief executive
- WSJ
$NVDA
wsj.com/business/nvidia-is-p…
Anthropic's $35bn deal with Lambda could be on the rocks.
Anthropic's deal to access Nvidia chips from Lambda is now cancellable, after the neocloud failed to secure a lease by the agreed deadline. Debt tied to the project slid to 89 cts per @9finHQ
h/t @aaronpholmes
$NVDA
Maria Heeter retweeted
We spent months looking into how Ken Griffin has transformed Miami, having spent more than $5 billion on politics, properties, charitable causes, and a private yacht island since moving there in 2022.
What's his grand plan?
For the @FT with @jillrshah:
"both producer and import price inflation have accelerated sharply in recent months... the acceleration in import price inflation largely reflects higher prices for products related to the AI buildout."
- GS
143
NEW: SocGen is looking to sell a $300m chunk of loans tied to Stargate — at a steep discount.
SocGen has offered debt tied to Oracle facilities in Texas and Wiscon. at 95cts on the dollar, underscoring lenders' struggle to offload billions of loans tied to AI infra projects
SocGen was part of a bank consortia that last yr funded $38bn to Stargate, one of the largest financings of the AI boom
Now, Euro banks including ING are trying to hedge exposure, as AI infra debt floods the market
W/ @dangeiger79 @maxfrumes @9finHQ
9fin.com/insights/socgen-sta…
85
Maria Heeter retweeted
On Wednesday afternoon, lawyers huddled together in Weil Gotshal & Manges’ Manhattan headquarters to watch a Zoom led by Barry Wolf.
He did not have good news. Later, some employees huddled together to cry. Others, in shock, wandered to a pre-scheduled office pizza party.
On Wednesday afternoon, lawyers huddled together in Weil Gotshal & Manges’ Manhattan headquarters to watch a Zoom led by Barry Wolf.
He did not have good news. Later, some employees huddled together to cry. Others, in shock, wandered to a pre-scheduled office pizza party.
“Leaving on this note is bittersweet,” one said Wednesday as employees left the building. “I don’t care where we go,” another said. “I just need a drink.”
Read the inside story of how it happened here, w/ @ShubhamSahara18 and my colleagues at @9finHQ: 9fin.com/insights/run-talent…
Maria Heeter retweeted
Alternatively, go direct with this link: theinformation.com/articles/…
Sources detail how Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe rival Airwallex's China ties after Airwallex scrapped a Ramp deal (@michaelroddan / The Information)
(Visit Techmeme dot com for the link and full context!)
Maria Heeter retweeted
Arrivederci to my @FT brother-in-arms @JFK_America. Thanks for the mentorship, first sources, second sources, the late nights, the countless cigarette breaks — and above all your friendship. Buona Fortuna!
Maria Heeter retweeted
🏈BAD BLOOD YARN🏈
Last year Ramp CEO Eric Glyman received some bad news: A deal was falling apart. Airwallex was killing an international payments partnership between the two firms.
Next minute, all hell broke loose.
Read more in @theinformation 👇
theinformation.com/articles/…
Maria Heeter retweeted
Full updates on this story on 9fin: f.mtr.cool/htth0021qw (7/7)
Maria Heeter retweeted
YOU CAN SEE EVERYTHING, PRIMETIME, and DIGGER make 2026 the best year for film since 2015 (SICARIO, EX MACHINA, and MAD MAX: FURY ROAD). At long last, movies are back.
‼️ Character AI faced a probe by 46 attorneys general before filing for Chapter 11 bankruptcy, filings show. The investigation, which is ongoing, echoes an investigation into Meta by 51 attorneys general earlier this year — a case settled for $17.1bn. 👇
Read here, free w/ email: 9fin.com/insights/character-…
1
2
154
NEWS: Character AI faced a probe by 46 attorneys general before filing for Chapter 11 bankruptcy, filings show. The investigation, which is ongoing, echoes an investigation into Meta by 51 attorneys general earlier this year. The case was settled for $17.1bn.
Read here: 9fin.com/insights/character-…
101