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Lower interest rates are supposed to be good news for technology stocks and crypto. But there is a wrinkle in the AI boom: The companies building the infrastructure are increasingly borrowing long-term to buy assets that can become obsolete far faster. That turns the bond market into an increasingly important test of t
Goldman said it expects a lot of hyperscaler issuance and is underweight the sector ahead of more supply.
Reuters and other reports say AI-related debt supply from Amazon, Alphabet, Meta, Oracle and Microsoft is swelling, widening hyperscaler spreads and adding to pressure in long-dated Treasuries.
Nebius Group NV reports second-quarter earnings before the open Wednesday