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HYPERSCALER DEBT
Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and goldJefferies has warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly...
Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
US Market: Rising R-star adds to pressure on US Treasury yields as AI investment, borrowing lift demand for capitalUS Treasury yields are rising partly on expectations that R-star, the economy’s neutral interest rate, may be structurally higher. Heavy go...
Explained: How multi-decade high global bond yields spell caution for Indian stock market investorsGlobal bond yields are surging as oil-driven inflation, rising debt, heavy AI borrowing and hawkish central-bank expectations unsettle mark...
Global bond selloff deepens as inflation risks, oil prices jolt marketsThe global bond market is witnessing a significant retreat, causing an increase in borrowing expenses. The ongoing tensions in the Middle E...
Bond selloff deepens as inflation, oil prices jolt marketsThe bond market is undergoing a tumultuous selloff, resulting in elevated borrowing costs for potential borrowers. Concerns surrounding inf...
'Many deals over $10 billion amid conflicts... this is astonishing': JPMorgan chief Anu AiyengarDeal-making momentum is driven by available financing and open markets, while M&A activity focuses on large strategic deals. Private credit...
Is your data truly yours? India's sovereignty struggle with foreign cloud providers and AIIndian enterprises now prioritize data sovereignty over cost and scale in cloud procurement. New regulations and geopolitical shifts highli...
US debt burden raises longer-term risks as borrowing costs riseUS government debt remains a cornerstone of global financial markets, but rising borrowing costs, persistent fiscal deficits and stronger c...
AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
India’s new capex cycle is being driven by cash-rich giants, HSBC India CEO Hitendra Dave saysIndia's corporate investment cycle now features financially stronger companies expanding capacity. These well-capitalized groups are using ...
Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs ...
Global Market: AI debt boom tests investor appetite as tech bond issuance surgesAI-driven debt issuance is testing investor appetite as technology companies flood bond markets with new supply. Hyperscaler issuance has r...
US Treasury Secretary may have a tough time dealing with yieldsTreasury Secretary Scott Bessent initiated a "Treasury twist" to influence bond yields. This move aimed to lower long-term borrowing costs ...
ETtech Deals Digest: Navi leads weekly funding as startups raise $221 millionIndian startups raised $221 million across 17 rounds during the week ended August 21, led by Sachin Bansal-founded Navi’s $100 million fund...
US corporate AI debt surge tests investor limits as fatigue emergesWhile fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, they are ...
Broadcom seeks more than $60 billion in latest AI debt dealThe numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.