- Q2 2026 Commentary - To Infinity and Beyond CrossingBridge argues that AI infrastructure can be economically transformative while still producing poor credit outcomes when capital spending, competition and weak lender protections outrun cash flows. It bought Polar DC, Oracle, Warner Bros. Discovery, Spirit Airlines and GAMHOL debt, favoring secured structures, covenant protection and liquidity amid tight credit spreads. Q2 2026 APLD $7.9BEVOK delistedORCL $413BSAVE delisted
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