AI Debt Costs Surge as 10-Year Treasury Yield Hits 5.17%
As the 10-year Treasury yield reaches 5.17%, corporate borrowing costs are surging across the $4.1T AI buildout, pushing high-yield coupons near 10%.
AI infrastructure
Lumen Transfers Listing from NYSE to Nasdaq in AI Strategy Shift
Lumen Technologies will transfer its common stock and Qwest notes from the NYSE to Nasdaq on Oct. 6, 2026, aligning its listing with its enterprise AI shift.
TD SYNNEX Posts Record $21.6B Q3 Revenue on Enterprise AI Boom
TD SYNNEX posted record fiscal Q3 2026 revenue of $21.6B and an 89% GAAP EPS jump, driven by enterprise AI deployments and server manufacturing demand.
Akamai Lands $11.6B Anthropic Cloud Deal and 5% Warrant
Akamai secured an $11.6 billion multi-year cloud contract with Anthropic, issued a 5% warrant, and committed $1.7 billion for server memory with Jabil.
Senate Blocks AI Data Center Bill: What It Means for Stocks
The Senate blocked the Ratepayer Protection Act. Here is what the clash over AI data center grid costs means for power producers and hyperscalers.
CoreWeave Launches $3B Convertible Debt Sale for AI Buildout
CoreWeave announced a $3B Rule 144A convertible senior notes offering due 2033 with capped calls to lower financing costs and fund AI infrastructure capex.
Marvell Drops 7% on AI Slowdown Fears and Cloud Chip Rivalry
Marvell fell 7.4% to $218.82 as AI safety warnings triggered a chip sell-off, testing whether its $2.17B data center engine can outrun fresh competition.
TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot
TSMC posted NT$514.8B in August 2026 revenue, up 53.3% YoY and 10.1% MoM. YTD growth hit 39.3% as AI chip demand outstrips supply.
Dell Q2 FY27: $47B Revenue, $95B AI Backlog, Guide Raised
Dell posted record $47.0B revenue (+58%), $16.4B AI server revenue and $95B backlog, then raised FY27 to $192B. What the print actually shows.
Texas Halts Data-Center Power on 474 GW ‘Ghost Demand’
Texas paused new data-center hookups after interconnection requests hit 474 GW — nearly 10x the state’s 2023 total — forcing a reckoning with ‘ghost demand.’