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Hyperscaler funding needs could drive the next wave of US supply in euros
Cooler reception suggest AI capex hype is shrinking
The novelty of these jumbo deals could wane as hyperscalers repeatedly hit the market
Data
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Shares have soared this year on data centre boom -
Lufthansa, Oncor, TP and EWE hold investor calls
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◆ Italian oil company prints five and nine year maturities ◆ Longer tranche draws stronger demand ◆ Tight execution keeps premiums in single digits
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The company is expanding outside Turkey, such as into Saudi Arabia
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Energie 360, Luzerner Kantonsspital and Aargauische Kantonalbank print green paper
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Energy companies took advantage of record tight spreads as they joined a ‘perfect storm’ of dollar funding
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