Tech giants preparing $1.5T borrowing spree

Meta's $30B bond offering was just the beginning. Here's what's really happening...

Tech companies are preparing to issue approximately $1.5 trillion in bonds to finance AI infrastructure. Meta just did $30 billion. Oracle did $18 billion. And they’re just getting started.

Here’s the twist: MIT says 95% of organizations are getting zero return from generative AI projects. Yet the buildout continues at unprecedented pace. Credit default swap trading on tech debt - dormant since 2008 - is back. Smart money sees risk that high credit ratings aren’t capturing. Access the full story now.

-Christopher

P.S.: The disconnect between valuation anxiety and capital deployment reveals a fundamental market tension. Make sure you read this before it’s too late.