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03.02.26 - 00:18
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Oracle′s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo | Bloomberg Tech 2/2/2026 (Bloomberg)
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Bloomberg's Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. And sources say Elon Musk is in advanced talks to combine SpaceX with xAI. (Source: Bloomberg)...
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02.02.26 - 06:33
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A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater (ZeroHedge)
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A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater
Just over a month ago, on Dec 17, alongside the news that Abu Dhabi was set to invest billions in OpenAI thus preventing a year-end tech rout, we said that ORCL CDS - which on that day hit the widest level since the 2008 financial crisis at 156bps - "may have gone a bit too far"...
ORCL CDS limit down tomorrow (of course, there is no limit down in CDS). https://t.co/FQNgsek5Js
— zerohedge (@zerohedge) December 18, 2025
... and sure enough, for the next month or so, Oracle CDS tightened rather notably. However, we certainly did not expect the company to just sit there and do nothing, as the market started asking questions again about where the tens of billions in committed funding would come from. After all, we were the first to lay out back in November the case why Oracle CDS should be trading much wider than it was at the time (see "Oracle Is First AI Domino To Fall After Barclays Downgrades I...
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01.12.25 - 20:24
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The Guardian view on OBR v the Treasury: ministers have embraced the theatre of errors | Editorial (The Guardian)
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The government is trapped between Labour's instincts and bond traders' demands. Sensible fixes exist, but require imagination ministers have yet shownThe confected frenzy splashed across the morning front pages from the Telegraph to the Mail is remarkable mostly for its absurdity. An outrage machine has decided that a forecast of a few billion pounds in a model that makes projections about trillions of pounds of taxes and spending is the lie of the century. We can't predict the weather next year, but apparently the public finances in 2029 can be judged with pinpoint accuracy. That's why the headlines about “holes” and “sleaze probes” are a joke. It is theatre, but it is bad theatre.The Office for Budget Responsibility (OBR) possesses no great moral or predictive authority. Yet many of its accusers and defenders treat it as an all‑seeing oracle. In fact, the OBR, to its credit, admits that its medium-term projections are frequently wrong. It often wrongly estimates inflation and productivity,...
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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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