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30.07.26 - 14:36
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Futures Rise As Oil Drops, Bond Selling Slows, Meta Tumbles And Microsoft Soars (ZeroHedge)
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Futures Rise As Oil Drops, Bond Selling Slows, Meta Tumbles And Microsoft Soars
Futures rebound (for now) following yesterday's Fed-induced meltdown as the market is clearly questioning Warsh's credibility and potential usage of non-standard tools to fight inflation, pushing the yield curve to twist steeper and sending 30Y yields to 2 decade highs (last at 5.22%). Pre-mkt, the yield curve is seeing further twist-steepening with 10s and 30s up 1 and 3bp with 2s down 1bp. USD deterioration continues following its worst day in 4 weeks. Commodities are so confused, they are not even responding to the latest MidEast escalation with Energy and Metals lower while Ags remain bid. As of 8:00am ET, S&P futures are 0.6% higher and Nasdaq futs gain 1.3% led by a 9% jump in Microsoft whose cloud unit grew at the fastest clip in four years and the company held the line on spending; while Meta slumps after disappointing revenue guidance failed to offset another capex projection increase. Semis are higher, ...
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24.03.26 - 08:30
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Investment-Grade-Anleihen: Wie der KI-Boom den Markt für Unternehmensanleihen verändert (Das Investment)
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Tech-Konzerne fluten den Anleihenmarkt mit Milliarden für KI-Infrastruktur. Warum Governance jetzt zum entscheidenden Kreditfaktor wird, analysiert Gastautor Jens Franck.Die KI-Hyperscaler finanzieren den Ausbau ihrer Infrastruktur zunehmend über Investment-Grade-Anleihen. Das verändert die Marktmechanik: Das Angebot an Neuemissionen steigt, und die Nachfrage nach Liquidität wächst. Die Hyperscaler Alphabet, Meta, Oracle und andere Tech-Konzerne bauen ihre KI-Infrastruktur in einem Umfang aus, der selbst bei hohen Cashflows zusätzliche Fremdfinanzierung nahelegt. Damit steigt das Angebot hochwertiger Tech-Anleihen im Investment-Grade-Markt – mit Folgen für Preisbildung, Indexstruktur und Absicherungsmechanik. Gleichzeitig beeinflusst die Politik die Corporate......
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25.02.26 - 18:12
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Treasury calls in Blair thinktank to advise on using AI across public services (The Guardian)
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Tech equity campaigners compare move to 'inviting in foxes to consult on the future of the henhouse'Ministers have called in Tony Blair's thinktank and private tech companies to guide them on deploying AI across the UK government in a move campaigners compared to “inviting in foxes to consult on the future of the henhouse”.James Murray, chief secretary to the Treasury, chaired a meeting on Wednesday with the director of AI at the Tony Blair Institute for Global Change (TBI), the chair of IBM and senior executives at AI companies including Faculty AI, now part of Accenture, and Dex Hunter-Torricke, a former communications adviser at Google, Facebook and Elon Musk's Space X. Continue reading......
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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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