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Amazon shares rose despite S&P warning of hyperscaler credit risk following reports of $100 billion in bond sales to fund AI infrastructure. While AWS surged 37% with strong margins, heavy capital sp…
Big Tech hyperscalers face soaring capex demands and surging bond issuance to fund the AI revolution. While analysts debate sustainability and potential government backstops, massive revenue generati…
Alphabet is preparing its first Australian dollar bond offering to fund rising AI infrastructure spending. The multi-tranche debt sale follows recent massive financing efforts, as accelerating capita…
AMD shares dropped over 1% following the announcement of terms for a $4.75 billion senior notes offering. The debt sale spans four tranches due between 2029 and 2036 with interest rates between 4.6% …
Moody's warns pensions and insurers hold billions in AI-related debt financing data centers and chips, with no clear path to returns, raising concerns about a potential AI bubble impacting tech-heavy…
Alphabet plans to raise up to $15 billion through long-term bonds amid record $175-$185 billion capital expenditures. Despite strong AI and cloud growth, high spending and reduced buybacks weigh on s…