Notes from the Desk: Priced for PerfectionNotes from the Desk: Priced for PerfectionNotes from the Desk: Priced for Perfection 

The crescendo of AI-related spending is affecting all corners of the capital markets. Debt financing has been especially impacted this year given the epic financing needs of the largest hyperscalers. The big four — Meta, Microsoft, Alphabet, and Amazon — are slated to spend at least $700 billion in 2026, roughly 80% higher than 2025’s […]
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