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Hyperscalers CDS premium remains on the rise.
$NVDA $AMZN $META $SPCX $ORCL $GOOGL $MSFT
Hyperscalers are rallying amid speculation that political pressure will allow them to spend less, leaving them with positive free cash flow again. But it seems just as likely that they'll end up spending more to entice communities to let them build data centers...
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Hyperscalers Rip, Semis Rot In One Of The Widest Splits In A Decade
Hyperscalers and Apple surge after election results remove investor uncertainty
Hyperscalers have moved from record bond issuance to record equity raises. The shift only works if new stock displaces new bonds.
Read the full analysis by @admff492:
Hyperscaler free cash flow turned negative for the first time ever in Q3.
Meaning that debt and financial engineering are now paying for the buildout per @sonusvarghese 😳
Hyperscaler valuations look attractive after the recent AI unwind, according to Gerry Fowler at UBS
Hyperscalers Burn $31 Billion In Q3 As Goldman Warns The AI Earnings Boom Has Stopped Accelerating
Hyperscaler earnings confirmed that AI is full steam ahead. Growth, capex, and demand all remain elevated. But, cracks forming around AI, both macro and micro has investors spooked.
Breaking down a really tough week for markets 👀
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HYPERSCALER CAPEX Q3 2026:
Microsoft lowered its CY26 outlook to ~$170B from ~$175B, attributing the Q3 shortfall to the timing of delivery of third-party capacity.
Google and Meta also came in light this quarter while Amazon beat expectations.
$GOOGL $META $AMZN $MSFT
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