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Tuesday, October 20, 2026

An AI company can have $104 billion in reported backlog and still face a difficult question: what happens when customer contracts end before the loans used to build the data centers? Wade and Boujie examine CoreWeave’s borrowing terms, a widening loan spread, its parent guarantee, and Goldman Sachs’ surprising upgrade.

ON THIS DATE

The Sydney Opera House opened in 1973—a landmark famous for its beauty, construction battles, and extraordinary cost.

IN THE NEWS

A proposal to reopen the Strait of Hormuz amid attacks on shipping; food-assistance cuts in Gaza and the West Bank; attacks on Ukraine’s energy infrastructure; unrest in France; women’s-health research; California election-related charges, Texas registration delays, and the approaching midterms; plus China’s economy, DeepSeek restrictions, and CERN’s AI ambitions.

SPORTS

Tampa Bay beats Cleveland 7–3 to reach the World Series against Milwaukee, beginning Friday, October 23. Atlanta levels the WNBA Finals with a 79–65 win over Golden State. NFL Week 6 brings San Francisco’s 6–0 start, a tough Seattle loss, and other close finishes. Wade and Boujie also discuss the Eagles’ medical update on Jalen Hurts and a historic college-football rankings shake-up.

BUSINESS & WHAT’S NEXT

A tech-led market rebound contrasts with expensive borrowing and weak homebuilder confidence. The conversation also covers Nvidia, Amazon, 3M, advanced nuclear power, Cleveland-Cliffs, and electronic bond trading. Ahead: Tuesday’s housing-starts report and Wednesday’s Texas Instruments earnings call.

Selected sources:

CoreWeave financing: https://www.sec.gov/Archives/edgar/data/1769628/000176962826000357/crwv-20260807.htm

Opera House history: https://www.nma.gov.au/defining-moments/resources/sydney-opera-house

World Series matchup: https://www.mlb.com/news/rays-win-alcs-2026

WNBA Finals: https://www.wnba.com/

NFL Week 6: https://www.nfl.com/schedules/2026/by-week/week-6

Eagles / Hurts statement: https://www.philadelphiaeagles.com/news/eagles-and-jalen-hurts-agent-nicole-lynn-provide-an-update-on-qb-jalen-hurts

Monday’s market report: https://apnews.com/article/494fbe4361a0360b2f6368e7a6d8f058

Questions and comments: mail@bluecollarandboujie.com

For general information and commentary only; not personalized financial or investment advice. Verify independently before making financial decisions.

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