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Artificial intelligence
from24/7 Wall St.
4 hours ago

This Is the Clearest Indication Amazon Is Going to Be the Next Decade's Big AI Winner

Amazon’s faster growth and massive, long-dated bond demand fund extensive AI infrastructure, positioning it to surpass Walmart in revenue and build a durable AI-driven moat.
fromFortune
1 day ago

More Big Tech company debt 'would increase the macro risks associated with the AI build-out,' Goldman Sachs warns | Fortune

Even as this trend has taken hold, the spread of the investment grade bond markets over treasuries, in aggregate, has gone from about 70 basis points to about 85 basis points today. I would anticipate that if the hyperscaler debt issuance theme continues, we could see spreads widen as much as 95 basis points, which is material when we're talking about a relatively low volatility market,
Business
SF real estate
fromwww.housingwire.com
6 months ago

PennyMac to issue $650M in "solid" debt market for mortgage firms

PennyMac is utilizing offering proceeds to redeem senior notes and for corporate purposes amidst active mortgage market conditions.
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