Once reliable buyback providers, hyperscalers have become dependent on credit to fund their spending...
PremiumAuthored by Michael Ball, Bloomberg macro strategist,A record run in US equities looks especially precarious as the rising cost of artificial intelligence computing power challenges hyperscalers’ profitability — and raises questions over whether demand justifies vast amounts of spending.
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Big Tech companies used to buy in cash. Now they’re issuing debt, too.
“Surging capex spending related to AI will likely prevent a major increase in the buyback payout ratio," the bank says.
(Bloomberg) -- The S&P 500 is set to break a historic weekly run of gains as the artificial-intelligence trade takes another leg…
(Bloomberg) -- The S&P 500 is set to break a historic weekly run of gains as the artificial-intelligence trade takes another leg…
The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.
The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of…
