#corporate-bonds
#corporate-bonds
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#ai-infrastructure #tech-capex #alphabet #retail-investment #financial-regulation #london-stock-exchange
Artificial intelligence
from24/7 Wall St.
2 months agoThis 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
2 months agoMore 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,
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