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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.

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...

Bloomberg43d agoneutral
China Revives Free-Trade Zone Bond Market After 2023 Crackdown

(Bloomberg) -- Signs of life are returning to the Shanghai free-trade zone’s bond market, which went quiet in late 2023 after Chinese authorities clamped down on excessive borrowing by local governments.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unlea

Bloomberg44d agoneutral
‘Beverly Hills, 90210’ School Faces Crisis With Shrinking Enrollment, Rising Costs

(Bloomberg) -- With its verdigris copper bell tower, the 90-year-old Alexander Hamilton High School in West Los Angeles encapsulates many of the Los Angeles Unified School District’s woes.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapFive Takeaways From Zuckerberg’s 6,500-Wo

Investing.com49d agobullish
JPMorgan upgrades Kraft Heinz credit to Overweight on deleveraging outlook

Investing.com -- JPMorgan upgraded its credit recommendation on Kraft Heinz to Overweight from Neutral, citing better-than-expected quarterly results, disciplined balance sheet management and greater confidence that the packaged food maker can fund higher investment in its brands while keeping leverage under control.

Bloomberg50d agoneutral
Ares Eyes $2 Billion Loan Deal in Slow Year for Private Credit

(Bloomberg) -- Ares Management Corp. is leading a $2.2 billion direct loan to help finance a healthcare services acquisition, in one of the biggest deals since the private credit market was roiled by record redemptions this year.Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBe

Bloomberg52d agoneutral
AI and Chips Are Turning Malaysia Into Asia’s Growth Standout

(Bloomberg) -- Joel William is about to begin a feasibility study for a Chinese client weighing a chemical plant in Sarawak, Malaysia’s biggest state on the northern coast of Borneo.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentCrushed by Kospi Rout, Angry Koreans Rip Lee and Vow

Bloomberg56d agoneutral
CoreWeave’s Wild Stock Ride Takes Toll on Its Cost to Finance AI

(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMet

Moody's (MCO) Earnings Beat Puts Valuation Back In Focus
Simply Wall St.62d agobullish
Moody's (MCO) Earnings Beat Puts Valuation Back In Focus

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...

Bloomberg62d agobullish
Global Bonds Are Reeling as Oil Surge Renews Inflation Threat

(Bloomberg) -- Global bonds are being pummeled by the latest resurgence in energy prices, delivering losses to investors who bet the worst of this year’s rout was over and teeing up credibility tests for central bankers.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls a

The world is crazy but stocks are up?
Axios63d agoneutral
The world is crazy but stocks are up?

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?

Moody's Q2 Earnings Call Highlights
MarketBeat64d agoneutral
Moody's Q2 Earnings Call Highlights

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

Bloomberg69d agoneutral
San Antonio to Borrow $944 Million for Major Airport Expansion

(Bloomberg) -- San Antonio, one of the fastest-growing US metro areas, is tapping the bond market for almost $1 billion as part of an ambitious program to expand and improve its airport. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps Plan to End Visa-Free

Bloomberg70d agobearish
Oracle Risks Falling Behind in AI Race as Spending Binge Bites

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula