#convertible bonds

2 stories

#ai funding #ai infrastructure spending #business #capital competition #china tech #cost of capital #earnings bubble #equity strategy #finance #goldman sachs #hyperscalers #peter oppenheimer

Goldman's earnings bubble warning gets hard numbers
Peter Oppenheimer backs his AI earnings concerns with capex data, record debt issuance, and a specific mechanism driving up the cost of capital.
Fortune · 2m
Z.ai raises $5 billion, and the stock drops 10%
A Chinese AI champion is back at the well two months after a $4 billion raise, and investors are not thrilled about the dilution.
CNBC · 1m