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Surging AI capital expenditures are driving record corporate bond issuance, pushing borrowing costs higher for tech giants like Alphabet. As hyperscalers tap bond markets alongside massive Treasury i…
AI is increasingly transforming healthcare, elderly care, and retirement planning. Major tech companies including Alphabet and Meta are issuing billions in debt to finance infrastructure growth, whil…
AI demand is driving a surge in convertible bond issuance, with tech giants like Alphabet and Oracle tapping the market for lower borrowing costs. While funds track strong returns, heavy tech exposur…
GOOGL stock down 19% from highs amid soaring AI capex, negative FCF, and rising debt. Cloud growth and backlog offer optimism, but valuation and execution risks keep rating at Hold.
JPMorgan CEO Jamie Dimon warns heavy capital demand from AI infrastructure buildout, deficits, and remilitarization could keep inflation elevated and rates higher for longer. He also flagged high mar…
AI-related tech debt issuance hit $489B in 2026, surpassing 2025's $322B. Amazon, Alphabet, and Meta raised billions to fund AI infrastructure, while Oracle's ballooning debt and S&P downgrade highli…