According to the Financial Times, Portfolio managers are preparing for a bumpy ride in the U.S. tech sector. Some large asset management firms have started to hedge their tech holdings with derivatives and have pulled back...
Read MoreInvestors are hedging AI-related investment risk with credit-default swaps (CDS) – which are used as default protection and as hedges against swings in bond prices – according to the Financial Times. CDS tied to U.S....
Read MoreAccording to CNBC, global AI investments are projected to reach $375 billion in 2025 and $500 billion in 2026. U.S. economic activity is being driven by these investments – a Deutsche Bank study recently found that...
Read MoreInvestment grade debt associated with artificial intelligence has reached $1.2 trillion and makes up 14 percent of the investment grade market. Many companies tied to AI are cash rich, have little debt, and have robust...
Read MoreDigital infrastructure securitizations are expected to grow by 46 percent through 2026. This growth is being led by a surge in data center securitizations. Investor concerns over this uptick in data center securitizations have been...
Read MoreThe New York Times reports that while investors remain bullish about data centers’ recent boom, some caution that a bubble could be growing around data center construction as some major tech companies slow down on...
Read MoreAs tech companies search for land and energy to power their data centers, they are looking to rural towns as a solution. However, community members are pushing back in attempts to preserve their town’s natural...
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