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The day in 7 cards

AI paper losses, Ellison pledges, Dubai stalls, sulphur runs dry. Lenders keep score. Tap a card to see it full size, or a headline for the whole story.

  1. KKReckons explainer: Anthropic's possible $750bn compute spend, its growth and its risks.01Anthropic opens its books
  2. KKReckons explainer: how a credit default swap works, CoreWeave's record 1,194.5 bps CDS and how stress can spread.02Insuring CoreWeave got pricey
  3. KKReckons explainer: France's debt near 120% of GDP, concentrated world growth and India's lesson.03What France teaches India
  4. KKReckons explainer: Nscale's $35bn IPO target and why Lex says neoclouds face a reality check.04A neocloud loses a big tenant
  5. KKReckons explainer: Larry Ellison's 413 million pledged Oracle shares and the buy, borrow and die strategy.05Buy, borrow, keep the shares
  6. KKReckons explainer: how Dubai's AIX promised up to 30% a year and why payments stopped.06Dubai's high-return dream sours
  7. KKReckons explainer: how the war cut sulphur supply, why batteries outbid fertiliser, and what it means for food and India.07Sulphur: the war's hidden squeeze

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