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Surging U.S. Treasury yields and heavy corporate bond issuance by major tech hyperscalers, including Microsoft, are reshaping portfolio strategies. Despite increased debt levels to fund AI infrastruc…
Amazon navigates rising AI-driven debt loads alongside aggressive expansion. Morgan Stanley outlined a $500 bull-case target driven by AWS AI potential, while Einride prepares to deploy 500 Tesla Sem…
Alphabet is pivoting AI capital expenditures toward revenue-generating projects while exploring AMD hardware integration for next-gen TPUs. Meanwhile, valuation concerns linger as shares trade above …
Goldman Sachs predicts Big Tech will fund over a third of their massive AI infrastructure investments via debt by 2027, as capital expenditures soar. With cash flow failing to keep pace, companies li…
JPMorgan Chase is managing the sale of $1.85 billion in debt to fund Belden’s acquisition of Ruckus Networks. This deal demonstrates the bank's continued role in facilitating large-scale corporate fi…
A Google engineer faces fraud charges for exploiting internal data for betting profits. Simultaneously, the company is diversifying its financing through non-USD bond issuances to support AI infrastr…
Alphabet and Amazon are aggressively tapping into non-dollar global bond markets to fund massive AI infrastructure costs. By issuing record-breaking debt in euros, yen, and other currencies, these te…
Alphabet issued a rare 100-year sterling bond worth $1 billion to support $20 billion multi-currency borrowing aimed at AI expansion and data center investments, signaling investor confidence but cau…
Alphabet announced a $185 billion capital spending plan, raising concerns about overspending, while Cathie Wood's Ark Invest increased its Google holdings amid a tech selloff focused on AI investment…
Alphabet's recent dollar bond sale attracted over $100 billion in demand, highlighting strong investor confidence in its creditworthiness and financial stability.
Alphabet Inc filed for a seven-part notes offering with undisclosed size, as per SEC filing, indicating potential debt issuance but no immediate significant market impact.
Goldman Sachs upgrades Microsoft price target to $655 citing AI growth, while Bank of America forecasts massive bond issuance to fund AI investments; Microsoft advances its Foundry platform with Clau…