
U.S. leveraged debt markets are growing more bifurcated, as institutional investors flock to higher-quality issuers while shutting out lower-rated borrowers, according to a new report from Moody’s Ratings.
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U.S. leveraged debt markets are growing more bifurcated, as institutional investors flock to higher-quality issuers while shutting out lower-rated borrowers, according to a new report from Moody’s Ratings.

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.

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.

Rithm (RITM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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...

France is heading into a new season of political brinkmanship that will test investors’ patience with a showdown over the country’s towering debt.
PSP Swiss Property AG (WBO:PSPN) reports robust half-year results with 1.7% adjusted like-for-like growth, significant valuation gains, and a Moody's credit rating upgrade.

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
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Moby summary of Eversource Energy's Q2 2026 earnings call
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Moody's (MCO) is back in focus after reporting second quarter results that exceeded market expectations, lifting full year guidance and pairing that update with a larger share repurchase plan. See our latest analysis for Moody's. The earnings beat and guidance upgrade come after a choppy few months for Moody's, with the share price down 9.01% over the past week but still showing a 3.55% 90 day share price return and a 37.73% three year total shareholder return. This suggests that longer term...
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A markets mystery has perplexed some analysts this year: Why are stocks sitting near all-time highs while the global economy is rocked by geopolitical conflict and inflation pressures?
Moodys Corp (MCO) reports a robust 15% revenue increase and raises full-year guidance amid strategic growth and market challenges.
Moby summary of Moody's Corporation's Q2 2026 earnings call
Moody's (NYSE:MCO) reported what President and CEO Rob Fauber called a “standout second quarter,” with broad-based growth across its ratings and analytics businesses and higher select full-year guidance metrics. On the company’s second-quarter 2026 earnings call, Fauber said enterprise revenue rose
SSAB AB (publ) (SSAAF) reports robust financial performance with increased revenues, strategic investments, and a stable credit rating, despite facing cost challenges.
Results exceed expectations as outlook disappoints investorsMoody’s Corporation (NYSE:MCO) reported stronger-than-expected second-quarter 2026 results on Wednesday, although investors focused on a slightly softer full-year earnings outlook that weighed on the stock. The credit ratings and analytics company posted adjusted earnings per share of $4.
Moody's (MCO) delivered earnings and revenue surprises of +10.38% and +4.43%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The decision reflects assumptions the country’s default risk declined, given that macroeconomic stabilization advanced beyond the initial adjustment phase, the ratings company said.
Credit rating agency Moody's (NYSE:MCO) will be announcing earnings results this Wednesday before market hours. Here’s what you need to know.
The credit ratings giant is growing, but it looks historically expensive.
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