Data Center Debt: Can Oracle Hang With The Big Boys?
2025-11-13
Meta and Google recently borrowed a combined $55 billion in the corporate bond market. As we share below, this debt represents a new source of funding for data center expansion. Further, as shown in orange, Oracle tapped the private market for loans to secure the capital needed to sustain AI innovation and the related data …
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11-12-25 December Rate Cut Back in Play
2025-11-12
Soft jobs data and falling rents point to weaker inflation ahead, setting the stage for a potential Fed rate cut in December.
In this short video, I explain why this slowdown may be exactly what the market needs to keep the rally alive.
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OpenAI Seeks Government Support
2025-11-07
Sarah Friar, OpenAI’s CFO, spoke at a Wall Street Journal technology conference to update the audience on the potential of AI. While her comments were very optimistic, she noted that OpenAI seeks continued capital inflows, highlighting the lynchpin for AI development. Her quote below, courtesy of Bloomberg, takes traditional bank and industry financing a step …
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9/22/25 Stock Market Outlook: Bullish or Bearish?
2025-09-22
Are markets set to keep climbing, or are we staring down the next pullback? Lance Roberts breaks down the bullish vs. bearish case for stocks, exploring what could fuel the rally—and what risks could trip it up.
From the Federal Reserve’s latest moves, to earnings trends, market breadth, and money flows, we’ll cover the key factors driving sentiment. Whether you lean bullish or bearish, this analysis will help you understand the forces shaping today’s market.
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