Morgan Stanley expects hyperscalers and their joint ventures to issue $250 billion to $300 billion in debt in 2026, part of a broader AI-related debt market topping $570 billion, as Bank of America pu…
Blackstone is considering a new funding round for Nvidia-backed AI coding firm Factory that would value the San Francisco-based startup at more than $3.5bn, sources told City AM. The deal would mark F…
Thirty-year Treasury yields have climbed to their highest levels in two decades as investors dump U.S. Treasuries, driven by inflation, fiscal deficits, and a surge in AI-related corporate debt, accor…
Microsoft CEO Satya Nadella used the company's 2026Q4 earnings call and his social media accounts to showcase a Power BI dashboard he built with Microsoft's Copilot AI from a Morgan Stanley analyst's …
Citadel Securities projects that more than $500 billion in new public and private debt will be issued by 2028 to fund AI chips and data centers, with AI capital expenditures expected to reach $600 bil…
Citadel Securities projects more than $500 billion in additional public and private debt issuance by 2028 to finance AI data center chips, with AI capital expenditure expected to climb to roughly $600…
Morgan Stanley raised its forecast for global hyperscaler capital expenditures to roughly $1.2 trillion by 2027, up from an earlier estimate of $1.116 trillion, with 75% of spending driven by AI infra…
Morgan Stanley upgraded South Korean equities to overweight, citing a leverage washout as a buying opportunity for AI-linked and industrial stocks, and maintained a KOSPI target of 9,000. The firm's t…
Apple Inc. shares plunged nearly 10 percent on Friday, erasing almost $500 billion in market value after the company issued a disappointing revenue growth forecast of 9 to 11 percent for the current q…
Alphabet, Meta Platforms, Microsoft, and Amazon are collectively investing nearly $2.4 trillion in AI infrastructure, with Morgan Stanley projecting a $1.5 trillion financing gap that private credit m…
Wall Street banks are lending billions to tech founders and early employees using private stock as collateral, betting these borrowers will become lucrative clients when their companies go public. Gol…
Apple Inc. shares fell nearly 10% on Friday after the company warned of significant supply chain shortages, erasing nearly $500 billion in market value and potentially ceding the title of world's most…
Nexus Data Centers is in advanced talks to secure $15 billion in financing to build an AI data center campus in Hubbard, Texas, for Anthropic, with Morgan Stanley leading the debt package and Google p…
Nexus Data Centers is in advanced talks to secure a $15 billion financing package led by Morgan Stanley to build an Anthropic AI campus in Hubbard, Texas, according to CNBC, Bloomberg, and The Wall St…
A Morgan Stanley-led consortium of banks is in advanced talks to lend $15 billion for a data center and power project in Hubbard, Texas, that Anthropic is expected to lease, according to The Wall Stre…
British AI infrastructure provider Nscale has agreed to acquire Anyscale, the company commercializing the open-source Ray distributed computing framework, in a deal reported by TechCrunch, citing Bloo…
Lloyds Banking Group unveiled a plan called Accelerate 2030 to cut £2bn in costs by 2030 using artificial intelligence, as half-year pre-tax profit rose 23%. The bank aims to lower its cost-to-income …
Microsoft CEO Satya Nadella built a ROIC Intelligence App using Copilot code and autopilot in Microsoft's new superapp, turning a Morgan Stanley research PDF into a governed enterprise application. Th…
The Greater Bay Area (GBA) is positioned as the ideal ecosystem for AI development due to its financial stability, digital infrastructure, and consumer market, according to discussions at the inaugura…
Morgan Stanley estimates $570 billion in global AI-related debt issuance for 2026, with $236 billion already priced by May at a pace four times faster than last year, pressuring bond investors as tech…