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21.08.26 - 05:03
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Broadcom CDS Explodes As It Seeks Up To $100 Billion In Massive Off-Balance Sheet Debt Deal (ZeroHedge)
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Broadcom CDS Explodes As It Seeks Up To $100 Billion In Massive Off-Balance Sheet Debt Deal
Amid the growing angst about hyperscaler CapEx (and more specifically, the historic flood of new debt issuance to fund it), attention among the always-bullish equity talking-heads has shifted - and rightfully so - to the bond markets as alarm signals flare up with an increasing frequency. Of course, for ZeroHedge readers, this is not a new topic, it is something we have been warning of for the past year, ever since we explained that debt was the true AI bubble last October:
The $1.8 Trillion Off-Balance Sheet Time Bomb At The Heart Of The AI Supercycle
Goldman Warns Massive Hyperscaler Bond Issuance Means "Risk Skewed To Downside"
"Generational Transfer Is Taking Place": The Cash Crunch Is Coming For AI Hyperscalers
Hyperscaler Bond Spreads Blow Out After Google Shocks With Another $25 Billion Bond Offering
The AI CapEx Boom Is Building Twice As Fast As The Housing Boom
The Circ...
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19.08.26 - 05:06
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Tech giants′ AI commitments reach US$3 trillion beyond balance sheets (Digitimes)
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Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according to an analysis cited by The Wall Street Journal. The figures illustrate how quickly the financial burden of the AI buildout is expanding beyond what is visible on standard balance sheets....
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17.08.26 - 22:54
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Anthropic Revenue Boom Boosts AI Stocks | Bloomberg Businessweek Daily 8/17/2026 (Bloomberg)
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Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh reacts to Anthropic's revenue report, and news Alphabet is seeking billions in its debut bond offering in Australia. Then, Citi Wealth's Olaolu Aganga joins to discuss AI exposure to investment portfolios, and other AI-related headlines. Plus, Former Biden White House Economics Senior Director Peter Harrell discusses how the War with Iran is making the Trump Administration more hesitant to impose the full power of tariffs as energy costs stay high. Finally, Bloomberg Chief Wall Street Correspondent Sridhar Natarajan talks news that Mark Walter is exploring selling stake in Chelsea FC. (Source: Bloomberg)...
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14.08.26 - 05:06
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Analysis: Google′s Pixel tests Android′s competitive balance (Digitimes)
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Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales. As AI features, ecosystem control, and supply-chain choices reshape the smartphone market, Google must balance its ambitions with partner relations across Android's global network and consumer markets....
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31.07.26 - 14:15
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Große Abrechnung nach den Quartalszahlen: Das trennt Alphabet von Amazon und Microsoft (Der Aktionaer)
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Manchmal tickt die Börse anders als erwartet. Der Umsatz von Google Cloud stieg im abgelaufenen Quartal deutlich schneller als die Umsätze von Microsofts Azure oder Amazons AWS. Auch auf Ergebnisseite überraschte Alphabet. Die Aktie wurde am Tag nach den Zahlen vergangene Woche trotzdem kräftig abverkauft, während die Aktien von Microsoft und Amazon nach der Zahlenvorlage in dieser Woche zweistellig nach oben sprangen....
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