Month: November 2025

  • Luminar Technologies: An Early Crisis Foreseen by Credit Signals

    Luminar Technologies: An Early Crisis Foreseen by Credit Signals

    Luminar Technologies—once hailed as a standout innovator in automotive LiDAR—now sits on the brink of collapse? A combination of mounting debt, evaporating liquidity, and the sudden termination of its anchor customer contract has pushed the company into what experts describe as a near-inevitable bankruptcy scenario. As the situation unfolds, detailed analytics from martini.ai reveal that…

  • Private Debt’s Critical Role Amid Structural Shifts and Recent Failures

    Private Debt’s Critical Role Amid Structural Shifts and Recent Failures

    Concerns about the rapid growth of private debt markets have intensified following several high-profile failures, yet the broader structural context tells a more nuanced story. As Egan-Jones Ratings Company notes, “private debt fills a critical void” in today’s funding landscape, particularly as banks face mounting constraints. For thousands of years, private debt has served as a primary…

  • Convertible Bonds Show Renewed Strength Amid Global Rally

    Convertible Bonds Show Renewed Strength Amid Global Rally

    Global convertible bonds continued to benefit from the worldwide equity rally in the third quarter, underscoring their reputation as a defensive yet growth-oriented asset class. According to Arnaud Brillois, Portfolio Manager and Head of the Global Convertible Team at Lazard Asset Management, convertible bonds have performed on par with global equities since the start of…

  • Germany’s Hotel Market: Divided Outlook, Rising Credit Risks

    Germany’s Hotel Market: Divided Outlook, Rising Credit Risks

    The mood in Germany’s hotel investment market remains complex and divided. While the outlook for individual companies and the industry as a whole has improved slightly compared to last year, uncertainty clouds the revenue expectations of hotels. At the same time, trends are becoming increasingly polarized. These are the key findings of the 13th HospitalityInside…

  • Rating Implications of a Fading Pax Americana

    Rating Implications of a Fading Pax Americana

    The global order is entering a period of profound transition. For nearly eight decades, Western security and economic stability rested on the foundation of U.S. global leadership. Today, however, that geopolitical structure is eroding. As the rating agency Egan-Jones notes, post-war stability relied on the assumption “that America would use its global hegemony to deter…

  • The Limits of Large Language Models in Corporate Information

    The Limits of Large Language Models in Corporate Information

    Why ChatGPT often falls short – and specialized services like Palturai have the edge Large language models (LLMs) such as ChatGPT impress with their ability to understand, structure, and generate complex text in seconds. They can analyze concepts, identify patterns, and communicate with remarkable fluency across virtually any topic. Yet when it comes to accurate and…