Microsoft now borrows at the same cost as the US government, eroding the safety advantage Washington has held since 1944, as the IMF flags negative yield.
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Markets · Fixed Income
Key Facts
“Borrowing by AI companies should be on the radar screen as a mounting potential threat to the financial system and broader…
In the fourth quarter of 2025 alone, tech companies issued a record $108.7 billion in bonds, according to Moody’s Analytics,…
Hyperscalers' overall debt burden is actually getting lighter as the debt-to-cash ratio should dip to 0.75 in 2025 from 0.94 in…
Microsoft, Alphabet, Meta, and Amazon all beat Q1 2026 expectations and all raised their AI infrastructure spending forecasts.…
Tesla's surprises; CEOs finally speak on Minnesota. Plus: Samsung, Amazon, ServiceNow, IBM, Google
Microsoft President Brad Smith told CNBC’s Arjun Kharpal that U.S. tech companies should “worry a little bit” about the subsidies…
