https://corevaluequest.com/2026/10/20/coverage-brief-2026-10-20/ 2026-10-20T07:00:00Z CoreValue Research en S&P Global says the hyperscalers carry more AI debt than anyone can see. Overnight Seoul fell 3.7%, SoftBank 6% with its credit swaps at a four-year high, and Nscale is reported close to a second $45bn deal with Anthropic. 2026-10-20T07:00:00Z Blog https://corevaluequest.com/2026/10/19/coverage-brief-2026-10-19/ 2026-10-19T07:00:00Z CoreValue Research en Chips close their worst week since spring 2025 with an eighth straight fall and the neoclouds lose another 11–12% on Friday. On Monday morning Goldman calls CoreWeave a Buy while cutting its target by a quarter, and the Telegraph reports Microsoft has walked away as anchor tenant of an Nscale site in Essex. 2026-10-19T07:00:00Z Blog