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Investing.com8h agobearish
Moody’s cuts Baidu outlook to negative as AI capital costs weigh on margins

Investing.com -- Moody's Ratings has affirmed Baidu Inc (NASDAQ:BIDU) A3 issuer and senior unsecured ratings, but revised its rating outlook to negative from stable as heavy artificial intelligence capital expenditures weigh on cash flow and leverage. The outlook adjustment reflects the Chinese tech giant's subdued top-line expansion, narrowing profit margins, and execution risks tied to monetizing AI services while simultaneously stabilizing its core search advertising business amid fierce dome

3 Financial Stocks Tied Closely To Rising Treasury Yields
Simply Wall St.11h agoneutral
3 Financial Stocks Tied Closely To Rising Treasury Yields

Bond markets are back in the spotlight as the 10 year Treasury pushes above 5%, oil trades over $100, and the Fed leans into renewed rate hikes. That mix is reshaping how risk is priced across equities and credit. Investors who understand which businesses are most exposed to this rate shock, and which might be positioned to handle it, can gain an edge. This article walks through 3 stocks from our fixed income screener that look most directly exposed to this news backdrop and explains how...

Insurers Are Investing in AI and Private Credit, Moody's Survey Finds
The Wall Street Journal6d agoneutral
Insurers Are Investing in AI and Private Credit, Moody's Survey Finds

More than 40% of U.S. insurers polled by the ratings firm at the end of last year said they plan to increase their exposure to private debt. It found that life and property insurers rated by Moody's hold roughly $8 billion and $2 billion respectively in data center-related assets. Moody's estimates that the overall U.S. insurance sector has as much as $20 billion of exposure to data centers.

Higher Interest Rates Add to Data Center Builders’ Borrowing Costs
Barrons.com8d agoneutral
Higher Interest Rates Add to Data Center Builders’ Borrowing Costs

The data-center buildout just got more expensive. The Fed’s quarter-point rate increase will likely add to the already substantial borrowing costs for the tech firms that are taking on massive amounts of debt to construct the infrastructure needed to power the artificial intelligence revolution. It’s no secret that building data centers is expensive.

Moody's (MCO) Expands In The Philippines, Is The Stock Fully Valued?
Simply Wall St.9d agoneutral
Moody's (MCO) Expands In The Philippines, Is The Stock Fully Valued?

Moody's PhilRatings deal puts Asia-Pacific expansion in focus Moody's (MCO) has agreed to acquire a minority stake in Philippine Rating Services Corporation, giving the US group a deeper foothold in the Philippines credit market and broadening its Asia-Pacific affiliate network. Set against this PhilRatings move, Moody's shares trade at US$477.93. The 90 day share price return is up 2.03%, but the year to date share price return is down 4.22%. The 3 year total shareholder return of 42.60%...

Is Moody's (MCO) Getting Too Expensive For Its Earnings?
Simply Wall St.28d agoneutral
Is Moody's (MCO) Getting Too Expensive For Its Earnings?

Moody's stock has delivered a strong 55.6% return over the past three years, yet current valuation checks suggest the share price already embeds a premium to the latest intrinsic value estimates. Both the Excess Returns model and market multiples currently point to Moody's trading on the expensive side rather than as a clear bargain. The roughly 55.6% gain over three years highlights how much future growth the market may already be pricing into Moody's. The recent move to bring Moody's...

Moody’s (MCO) Is Up 5.6% After Embedding Credit Intelligence Into Google’s Gemini Enterprise Platform
Simply Wall St.29d agoneutral
Moody’s (MCO) Is Up 5.6% After Embedding Credit Intelligence Into Google’s Gemini Enterprise Platform

Moody’s Corporation recently made its connected intelligence available inside Google Cloud’s Gemini Enterprise for Financial Services via the Moody’s Credit Model Context Protocol server, giving users direct access to its credit ratings, research, and risk intelligence within their existing workflows. This move embeds Moody’s data at the protocol level of a major financial AI platform, potentially deepening customer reliance on its analytics and widening the reach of its risk tools without...

Moody's (MCO) Joins Google Gemini, Is The Stock Getting Too Pricey?
Simply Wall St.29d agoneutral
Moody's (MCO) Joins Google Gemini, Is The Stock Getting Too Pricey?

Moody's (MCO) is back in focus after the company reported that its connected intelligence is now integrated into Google Cloud's Gemini Enterprise for Financial Services through the Moody's Credit Model Context Protocol server. The Gemini integration follows a period of steady performance in the stock, with a 30-day share price return of 8.82% and a 90-day share price return of 13.63%. The 3-year total shareholder return of 55.64% indicates that longer term holders have seen stronger gains...

3 Large-Cap Stocks on Our Buy List
StockStory34d agobullish
3 Large-Cap Stocks on Our Buy List

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.