Oracle Corp

Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." A measure of CoreWeave's credit risk climbed to an all-time high Thursday as some of its high-yield bonds extended declines, rattled by the AI cloud-computing company's talk of tapping vast pools of capital from insurers.

OpenAI faces reporting of a $20B revenue gap. Austin Campbell and Chris Perkins ask whether frontier labs ever build a moat, or if compute wins.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the latest market and sector action, highlighting what the sell-off in CoreWeave (CRWV) and chip stocks means for the rest of the market.

IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can satisfy retirees and fund IBM's AI ambitions at the same time is no longer a simple question.