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DevelopingEconomy

Hyperscaler debt default insurance costs

Tech giants are raising large sums of debt and equity for AI build-outs amid investor doubts. Oracle is raising $20bn through $10bn of stock and $10bn of bonds, and Alphabet launched a €6bn bond sale drawing over €17bn of demand.

Developments
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1 Nov
The latest development

ReutersMon 2 Nov · 15:00 UTC

Alphabet kicks off €6 billion bond sale, tests appetite for tech debt Google parent Alphabet is selling €6 billion…

01The story so far
three developments over two days, a square each
02Developments

Developments

Monday 2 November

2 developments
  1. 14:35 UTC· the latest

    Alphabet sells €6bn of bonds in seven tranches

    Alphabet's euro bond sale drew more than €17bn of demand, after the company sold €9bn earlier this year, testing appetite for tech debt.

    2 sourcesTechmeme, Reuters
    • TechmemeRSSMon 2 Nov, 14:35

      Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ of demand; the company sold €9B of bonds earlier in 2026 (Reuters) Reuters: Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ of
      The original post
    • ReutersBlueskyMon 2 Nov, 15:00

      Alphabet kicks off €6 billion bond sale, tests appetite for tech debt Google parent Alphabet is selling €6 billion ($6.7 billion) ‌of bonds on Monday, according to a memo from one of the deal's managers, testing investor appetite after doubts about the AI trade triggered a recen
      The original post
  2. 14:25 UTC

    Oracle to raise $20bn in stock and bonds for AI buildout

    Filings showed Oracle will sell $10bn of common stock and $10bn of bonds to fund its data-centre expansion, and its shares fell over 5%.

    2 sourcesReuters, Techmeme
    • ReutersBlueskyMon 2 Nov, 14:25

      Oracle taps investors for $20 billion to finance AI expansion Oracle plans to raise $20 billion ​through bond and share sales, regulatory filings showed on ‌Monday, as the software giant taps investors to fund its costly AI and cloud infrastructure build-out.
      The original post
    • TechmemeRSSMon 2 Nov, 15:15

      Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to line up financing to pay for its data center buildout; ORCL falls 5%+ (Kelly Cloonan/Wall Street Journal) Kelly Cloonan / Wall Street Journal: Filings: Oracle is selling $10B in common stock and $
      The original post

Sunday 1 November

1 development
  1. 11:00 UTC

    Hyperscaler default insurance costs hit highest since 2021

    The Wall Street Journal reports that credit-default swap costs on Amazon, Alphabet, Microsoft, Meta and Oracle debt are at their highest since 2021. Investors and executives are hunting for protection with trillions riding on AI.

    1 sourceTechmeme
    • TechmemeRSSSun 1 Nov, 11:00

      Solve: the cost of insuring against debt defaults at hyperscalers Amazon, Alphabet, Microsoft, Meta, and Oracle has hit its highest level since 2021 (Gunjan Banerji/Wall Street Journal) Gunjan Banerji / Wall Street Journal: Solve: the cost of insuring against debt defaults at hy
      The original post