Softcat Upgrades Guidance as Investor Perception Shifts From AI Skepticism to Opportunity
Softcat Plc has upgraded its guidance, shifting investor perception from viewing it as an AI laggard to recognizing it as an AI opportunity
Markets
Eutelsat Shares Rally on SpaceX IPO Momentum, Lifting Satellite Sector
Eutelsat Communications shares experienced their best week in nearly a year following enthusiasm over SpaceX’s anticipated IPO, which triggered broader investor interest in the satellite communications sector.
Barclays Warns Tech Giants’ AI Infrastructure Borrowing May Overwhelm Investment-Grade Bond Market
Barclays has issued analysis suggesting that the largest technology companies are borrowing more than anticipated to finance artificial intelligence infrastructure investments, particularly data centers. The analysis warns that the investment-grade bond market may lack sufficient capacity to accommodate all of these financing requirements from Big Tech.
Oaktree Capital Warns of Hidden Risks Lurking Behind AI Debt Boom
Oaktree Capital Management’s Danielle Poli warned of hidden risks in the AI debt boom, cautioning that massive AI debt issuance could create future cracks in credit markets, especially in private credit and leveraged loans, while noting that higher interest rates may persist longer than expected.