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25.11.25 - 05:48
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Anleihen als Warnsignal: KI auf Pump: Das sagen Asset-Manager zur 90 Milliarden-Dollar-Wette (Das Investment)
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Massive Anleihe-Emissionen von Tech-Giganten sorgen für Unruhe. Während die Aktien schwächeln, müssen einige Unternehmen höhere Zinsen zahlen. Ein Vorbote schwindender Euphorie?Es war einmal eine Zeit, da galt Verschuldung in der Tech-Branche als Zeichen von Schwäche. Die großen Namen der Industrie – Apple, Google, Microsoft – schwammen in Geld und brauchten niemanden, der ihnen half, ihre Visionen zu finanzieren. Doch die künstliche Intelligenz hat alles verändert. Plötzlich reichen selbst die größten Kriegskassen nicht mehr aus. Seit Anfang September haben die vier KI-Schwergewichte Amazon, Alphabet, Meta und Oracle knapp 90 Milliarden US-Dollar an Unternehmensanleihen ausgegeben, berichtet das "Wall Street......
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19.11.25 - 22:01
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Citadel Securities Launches AI Bond Trading Baskets for Hedging (Bloomberg)
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Citadel Securities LLC started making markets for two baskets of corporate bonds issued by Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. on Wednesday, as investors look for more liquid ways to speculate on massive investments in artificial intelligence....
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17.11.25 - 19:15
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Stocks Slide After Amazon Shocks With Another Massive Bond Offering, But Rebound On News Boaz Weinsten Selling Hyperscaler CDS (ZeroHedge)
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Stocks Slide After Amazon Shocks With Another Massive Bond Offering, But Rebound On News Boaz Weinsten Selling Hyperscaler CDS
Just when it seemed that risk was about to stabilize, this morning Amazon decided to add more supply to the biggest trade of 2026 - which, as BofA's Michael Hartnett, laid out over the weekend is shorting hyperscaler bonds - when it announced that it was planning to raise about $12 billion through a bond sale - its first such deal in US dollars in about three years - adding to a wave of massive technology debt offerings as companies race to fund AI datacenters.
The investment-grade offering will be in six parts, with initial price talk for the longest portion of the deal, a 40-year bond, said to be at 1.15% above Treasuries.
As discussed extensively here - we were first to note that the AI bubble is now also in bonds as well as stocks - Monday's sale comes after Google parent Alphabet earlier this month sold $25 billion of debt in the US and Europe; meanwhile, Meta...
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03.09.25 - 14:42
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Futures Rebound As Google Jumps On Court Ruling, Bond Selloff Fades (ZeroHedge)
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Futures Rebound As Google Jumps On Court Ruling, Bond Selloff Fades
US equity futures are higher following a two-day slide, led by Tech with a favorable court ruling boosting GOOG (+5.7% pre-mkt) and lifting the Mag7 group. As of 8:00am ET S&P futures are up 0.5%, recovering most of yesterday's losses; while Nasdaq 100 futs add 0.7%. In premarket trading, Mag7 names are all higher with AAPL (+2.9%) and TSLA (+1.7%) the notable standouts alongside GOOG. Cyclicals are poised to outperform as the yield curve bear steepens. In Europe, the Estoxx 50 is up by almost 1%, led by info tech and industrials sectors. Longer duration bonds are seeing a global sell-off (30Y JGBs +7bp, 30Y Gilts +6bp) while US is outperforming (30Y +2bp); underperformance is driven by global budget concerns (these come and go), which have sent gold is higher for the 7th consecutive session, adding ~5% in that time. USD is weaker and commodities are mixed. WTI crude futures fall 1.7% to near $64.50 after a report said t...
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28.07.25 - 19:48
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Alphabet feiert Erfolg mit Euro-Anleihe: Aber wie sieht die Zukunft von Google aus? (BondGuide)
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Der Konzernname ist Alphabet, doch im Zentrum steht nach wie vor Google, die Suchmaschine, die seit Jahrzehnten das Tor zur digitalen Welt öffnet. Von Robert Steininger* Nun sorgt der Mutterkonzern mit einem Finanzmanöver für Aufsehen, das Signalwirkung haben dürfte. Alphabet hat zum ersten Mal eine milliardenschwere Anleihe in Euro begeben und damit nicht nur für […]...
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