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11.08.26 - 02:18
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Goldman′s Boak on RBA Policy, Australia′s Economy (Bloomberg)
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Andrew Boak, Chief Economist for Australia and New Zealand at Goldman Sachs, discusses the outlook for Australia's economy ahead of the central bank's policy decision. He speaks with Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)...
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10.08.26 - 22:48
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Nvidia Set To Reveal Record $500 Billion Off-Balance Sheet SPV Deal To Fund The World′s Biggest Circle Jerk: Report (ZeroHedge)
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Nvidia Set To Reveal Record $500 Billion Off-Balance Sheet SPV Deal To Fund The World's Biggest Circle Jerk: Report
In what is shaping up as a record-breaking, off-balance sheet SPV deal, one which will send CDS and credit yields surging far beyond where the recent explosion in AI debt has already pushed them, and as shown in the chart below, it's pretty, pretty far...
... the FT reports that Nvidia - unable to generate fund the old-fashioned way by earnings - is working with the world's largest financial groups are to assemble a $500bn funding package for AI infrastructure development, in what will be the biggest AI lending efforts to date of any kind.
A consortium of groups including private credit (and equity) giants Apollo, Blackstone, BlackRock, Brookfield, Goldman and KKR is entering a partnership with Nvidia to invest in the AI build-out, the FT cited six people briefed on the talks.
The "partnership" as the FT calls it as it sounds a bit better than "hail-may, off-bal...
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10.08.26 - 09:36
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Top-Gewiner Infineon: Goldman zieht nach – Aktie vor Comeback (Der Aktionaer)
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Infineon hat vor allem dank der boomenden Nachfrage nach Stromchips für KI-Rechenzentren im dritten Geschäftsquartal 2025/26, das Ende September abgeschlossen wurde, einen Rekordumsatz erzielt. Die etwas hinter den Erwartungen zurückgebliebene operative Marge kam bei den Investoren in einer ersten Reaktion jedoch nicht gut an....
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