AI-related debt issuance surged 99% over the past year, driven mainly by hyperscaler tech giants like Amazon. This rapid increase has contributed significantly to a 32% rise in U.S. investment-grade corporate bonds in 2026. The flood of debt tied to AI projects poses a risk for investors, who may face concentration limits in their portfolios due to heavy exposure to a single sector or company. This trend highlights the growing financial impact of AI development on corporate borrowing and investment strategies.
Amazon is launching Amazon Supply Chain Services (ASCS), a new business unit that leverages its logistics network to serve external customers beyond its traditional e-commerce, AWS, and advertising segments. ASCS focuses on residential parcel deliver...
Amazon is viewed as a Quality Growth stock with strong fundamentals, including record operating margins and rapid cloud growth. Despite market worries about falling free cash flow and a $200 billion capital expenditure program, the company’s advertis...
Morgan Stanley reports that major Big Tech companies like Meta, Amazon, Alphabet, Microsoft, and SpaceX are increasing their capital expenditures on AI infrastructure despite supply-chain challenges. Meta alone is projected to spend $250 billion on A...
The US economy and equity markets are under significant pressure due to multiple risks including turmoil in AI-related companies like OpenAI, a drop in Oracle's stock, and rising credit default swap prices signaling vulnerabilities in the technology ...
Credit default swap (CDS) spreads are increasing for major tech companies including Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom, reaching multi-month highs. This widening indicates growing caution in credit markets, co...
