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12.10.26 - 15:06
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Kapitalmarktprofi Tilmann Galler: Hyperscaler-Emissionswelle: Warum der KI-Boom den Anleihenmarkt verändert (Das Investment)
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Der Aufbau der Infrastruktur für KI prägt längst nicht mehr nur die Aktienmärkte. Weshalb er auch zu einem zentralen Thema am Markt für Investment-Grade-Unternehmensanleihen wird.Das kapitaleffiziente Modell, das die größten US-Technologieunternehmen geprägt hat, verliert an Bedeutung: während die KI-Hyperscaler Alphabet, Amazon, Meta, Microsoft und Oracle die erste Phase des Ausbaus der Künstlichen Intelligenz weitgehend aus ihrem operativen Cashflow finanzierten, nutzen sie nun einen breiteren Mix an Finanzierungsquellen. Denn dieser Ausbau ist zum kapitalintensivsten Investitionszyklus seit dem Telekommunikationsboom um die Jahrhundertwende geworden: Schätzungen zufolge steigen die kumulierten KI-bezogenen Investitionen bis 2030 auf 5,5 Billionen US-Dollar – für......
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25.09.26 - 01:01
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Oil, Treasury Yields & Inflation Pressure Markets (Bloomberg)
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are MSCI Chairman & CEO Henry Fernandez, NATO Secretary General Mark Rutte, Apple Store Creator Ron Johnson, Principal Asset Management CIO George Maris, Pictet Research Institute Head Maria Vassalou, BlackRock Portfolio Manager, Global Fixed Income Investment Group Chi Chen, Whole Foods CEO & Amazon Worldwide Grocery Stores Vice President Jason Buechel, ALDI US Chief Operating Officer Dave Rinaldo, & Global Citizen CEO Hugh Evans. (Source: Bloomberg)...
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09.09.26 - 21:51
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Amazon: Milliarden-Anleihe, Satelliten-Ausbau und Flugzeugunglück (Der Aktionaer)
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Im schwächelnden Gesamtmarkt gerät auch die Amazon-Aktie heute unter Druck. Dabei liefert der Online-Riese gleich mehrere Nachrichten: Die erste Anleihe in britischen Pfund stößt auf eine hohe Nachfrage. Amazon Leo bestellt weitere Raketenstarts. Und beim Flugzeugunglück in Miami könnte die Haftung nicht bei Amazon liegen....
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09.09.26 - 10:30
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Debut Offerings: Amazon Sterling Bonds; Uber Euro Bonds (Bloomberg)
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Amazon.com Inc. kicked off the sale of its debut sterling bonds in a four-part deal, as hyperscalers continue to turn to global debt markets to fuel the artificial intelligence arms race. Uber Technologies Inc. has started offering its debut euro bonds, with a five-part deal that is set to price later on Wednesday. Bloomberg's Anna Edwards and Tom Mackenzie have the details. (Source: Bloomberg)...
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08.09.26 - 12:42
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Amazon Hires Banks for Debut Sterling Bond Sale (Bloomberg)
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Amazon.com mandated banks for a debut sterling bond offering, with the deal expected to launch as soon as Wednesday. The company plans to offer tranches ranging from three years to 19 years. Neil Campling reports on Bloomberg Television. (Source: Bloomberg)...
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31.07.26 - 16:42
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Futures Rise After Record Rip In Kospi; Bond Bounce Fades As Oil Jumps, BoJ On Hold (ZeroHedge)
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Futures Rise After Record Rip In Kospi; Bond Bounce Fades As Oil Jumps, BoJ On Hold
A broad rally in US tech stocks is extending for a second day, with Nasdaq 100 futures rising over 1%. Amazon is the standout in premarket trading, up by 12% after reporting a fifth quarter of cloud sales growth, while Apple is sinking 7% after its sales forecast was dented by industry-wide supply shortages.
The gains in big-tech come amid signs that, for some, AI spending is paying off - underpinned by strong demand. Amazon shares rallied in late trading after it reported AWS revenue growth of 37%, above consensus of 31.3% and the fastest clip since 2021, enabling traders to overlook another increased capex guide and negative free-cash flow.
On the flip side, Apple shares fell after component shortages weighed on the company's sales forecast, echoing caution mentioned by Qualcomm the previous day. Apple had run into the print as the best performing stock within the Mag 7 cohort year-to-date.
“The w...
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