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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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Equity capital will be needed and treasurers will have to plan funding carefully
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Investment-grade corporates ramp up dollar issuance after blackouts end
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United Utilities, Edenred and Kraft Heinz follow pair of jumbos
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£900m equity raise plans come as Southern tries to save its investment grade rating
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J&J’s rare 30 year tranche grows to €1bn
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CriteriaCaixa, DSM-Firmenich fund through fair value, J&J and Carlsberg prep jumbos
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