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Alphabet issues another $25 billion in bonds towards its $200 billion 2026 capex
This deal helps Alphabet secure more capital for its positioning in the AI capacity buildout race. The deal saw $115 billion in…
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BlackRock retail private credit vehicle sells $500 million in exposure to Pantheon
This transaction could stem reputational risk for BlackRock from redemption gating press related to this retail vehicle.
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Blackstone shopping $36 billion deal to finance chips for Anthropic
The deal allows Anthropic to secure AI capacity without needing to borrow on their balance sheet. Blackstone’s underwriting capacity allows them to…
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AT&T raises €4.7 billion in euros and sterling – tapping European low spreads and high credit capacity
AT&T’s €4.1 billion + £550 million deal is an example of the arbitrage currently available to many US issuers – to issue…
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AI bond demand signal – $12.5 billion deal from Meta and BlackRock sees lower demand
Meta and BlackRock priced a $12.5 billion bond deal – to build a large data center in Texas. Lower demand than for…
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Two new structures for getting retail money into private credit – Blackstone, Vanguard, and Wellington team up
Three structural innovations – i) funds jointly branded by three top-tier managers, ii) a fund that mixes liquid public securities with illiquid…
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Hundreds of billions of dollars of AI-infrastructure debt might need re-analysis after surprise release of open-weights (free-to-use) model Kimi K3
This top-tier model being made freely available to use changes the “stories” we use about how the future will unfold for AI…
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Aircraft financing market continues to grow as AIP and Monroe launch a securitization program with a $643 million deal
The deal likely allows AIP and Monroe to book larger profits, free up their own capital to grow scale, and by proving…
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Investment banks raise over $30 billion last week – as deregulation gives us bigger banks
Banks lock in over $30 billion in bond sales this week – as deregulation drives growing balance sheets.
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Jumbo private credit deals in India growing – US$1.6 billion deal arranged by Deutsche Bank with investors including Cerberus, Davidson Kempner and Farallon
Deal split between international and local private credit firms. Potentially offers value as margins compress in “easier” jurisdictions
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