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28.09.26 - 14:30
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Jenseits der Hyperscaler: Wo Anleiheninvestoren noch Rendite finden (Das Investment)
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Die großen Technologiekonzerne nehmen Milliardenbeträge am Anleihenmarkt auf. Wer sein Portfolio breiter aufstellen will, sollte auch auf Emissionen aus anderen Branchen schauen.Alphabet, Amazon, Meta, Microsoft und Oracle haben ihre Rolle am Anleihenmarkt innerhalb kurzer Zeit verändert. Bis Ende Juli 2026 hatten die Hyperscaler bereits Bonds über mehr als 220 Milliarden US-Dollar begeben. S&P Global Ratings schätzt die Investitionen der sechs größten Hyperscaler für dieses Jahr auf rund 870 Milliarden Dollar und erwartet für 2027 mehr als 1,3 Billionen Dollar. Der Ausbau von Rechenzentren und KI-Infrastruktur dürfte den Finanzierungsbedarf weiter erhöhen. Für Bondinvestoren entsteht damit ein breites Angebot hoch gerateter Emissionen über verschiedene......
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27.09.26 - 19:54
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AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It? (24/7 Wall St.)
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AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business's The Bottom Line. Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), and Oracle (NYSE:ORCL) are already pouring tens of billions of dollars into data centers […]...
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27.09.26 - 03:48
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Larry Ellison Pledges $9 Billion More In Oracle Stock To Fund Warner Bros Deal As Price Tumbles, CDS Hits Record (ZeroHedge)
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Larry Ellison Pledges $9 Billion More In Oracle Stock To Fund Warner Bros Deal As Price Tumbles, CDS Hits Record
Two weeks after the Larry Ellison inexplicably pulled his plan to sell up to 50 million shares, worth about $7.5 billion news of which had sent the stock sliding the day prior, the Oracle CEO - the key figure behind Paramount Skydance's deal to buy Warner Bros. Discovery - has pledged 67 million more shares of Oracle as collateral for personal loans than he had at the same time last year, approximately 350 million shares.
The shares pledged, revealed in an Oracle Schedule 14A filing on Friday, amount to a 19% increase in the number of shares Ellison has pledged since 2025. The stock is worth about $9.2 billion at Oracle's closing price of $137.10 on Friday.
As Bloomberg notes, Ellison has been helping his son David's company, Paramount, acquire Warner Bros. in a transaction valued at $111 billion. The Ellisons have committed to $47 billion in equity funding for that deal, about ...
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