WS #14185
AI spending surge with profit gains elusive per Goldman; bond issuance by tech giants pushes yields higher, pressuring equities. Microsoft plans to scale Maia 300 to 300k+ units by 2027, intensifying competition with Nvidia. Berkshire boosts Alphabet to third-largest holding with 48M share purchase, bullish for GOOGL.
AI-driven bond issuance and yields
AI spending surge with profit gains elusive per Goldman; bond issuance by tech giants pushes yields higher, pressuring equities.
Microsoft plans to scale Maia 300 to 300k+ units by 2027, intensifying competition with Nvidia.
Berkshire boosts Alphabet to third-largest holding with 48M share purchase, bullish for GOOGL.