Bond traders have pushed Broadcom's five-year credit default swap prices up by 28 basis points in August and yields on its 5.15% bonds maturing in 2031 up roughly 14 basis points, as the chipmaker neg…
S&P downgraded Oracle's credit rating from BBB to BBB-, citing OpenAI as a key credit risk within Oracle's $638 billion backlog and projecting a $42 billion free cash flow deficit for fiscal 2027. Mea…
Britain's two-year jobs market downturn has lasted as long as the slump during the 2008-09 financial crisis, with S&P's purchasing managers' index showing services firms and employers reducing headcou…
Moody's upgraded SK Hynix to A3+ with a stable outlook on August 3, 2026, completing a clean sweep of credit rating upgrades by all three major agencies in 2026, following S&P's BBB+ upgrade on Februa…
Oracle has instructed contributors to OpenJDK, the open-source Java project it stewards, not to submit code or other content generated by AI, citing risks to review workloads, safety, security, and in…
The Wisconsin Public Service Commission has declined to reopen its April 2026 order requiring data center operators with credit ratings below A-/A3 to post collateral, saddling Oracle with an estimate…
Goldman Sachs strategist Amanda Lynam estimates that $489 billion in AI-related debt has been issued in 2026, already surpassing the $322 billion issued in all of 2025, with Amazon, Alphabet, Oracle, …
Oracle said in a sworn affidavit that Wisconsin's Public Service Commission rules would force it to post a $7 billion letter of credit for a nearly one-gigawatt AI data centre in Port Washington, cost…
Data centers are expected to consume one-fifth of U.S. electricity by 2035, quadrupling current usage, according to a BloombergNEF report. The surge in AI compute will drive data center capacity to ne…
Oracle faces over $100 million a year in financing costs to guarantee power commitments for its nearly 1 GW Lighthouse Campus datacenter in Wisconsin, after the Public Service Commission of Wisconsin …
Oracle stock has crashed more than 50% since June 2, falling 36% year-to-date versus a 9% gain for the S&P 500, as investors question whether AI-fueled growth expectations have become too aggressive. …
SoftBank Group is reportedly preparing to raise up to $60bn in fresh debt to fund its swelling bet on OpenAI, a target that would eclipse any previous bond sale by the Japanese conglomerate. The plan …
S&P downgraded Oracle to BBB- on July 9, one notch above junk, as a $250 billion data-centre expansion plan burns through cash, with free cash flow turning deeply negative at nearly -$24 billion in th…
SoftBank CEO Masayoshi Son dismissed claims that the artificial intelligence boom is a bubble, calling such talk an 'insult' to AI at the company's annual shareholders' meeting in Tokyo. Son, whose So…
NextEra Energy has become the largest global issuer of hybrid bonds, raising €4.25 billion in euro-denominated securities since November 2025 to fund power infrastructure for AI data centers. The comp…
Wall Street futures pointed to a higher open on Monday, driven by renewed investor enthusiasm for artificial intelligence. The Dow Jones, S&P 500, and Nasdaq were all set to rise as AI-related stocks …
Candace Browning reported that investor focus on an AI-driven earnings wave has outweighed geopolitical concerns, with S&P 500 earnings rising 24% in the first quarter and 18% excluding hyperscalers. …
A benchmark called "1rok" that evaluates seven frontier large language models (LLMs) as stock pickers, giving each $100,000 in paper capital and identical tools to select stocks weekly. The project, w…