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Moody's Corporation is a global financial services firm known for Moody's Investors Service credit ratings and Moody's Analytics economic research and data.
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US net interest payments rose $111 billion this year to roughly $1.08 trillion, on figures a former Senate budget staffer published in Fortune. With debt adding $1 trillion every five months, the bill compounds whether the 5.04% yield reflects oil and inflation or fiscal risk.
Reality
Euro-area firms are paying for AI without new debt, ECB survey data shows, while the five largest US tech firms carry $3 trillion in debt. That keeps European balance sheets out of a cooling AI bond market, but the compute gap with the US still has to be closed some other way.
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Oracle issued a force majeure notice on Blue Owl's Jupiter campus, whose reported $18bn of bank loans already trade below 90 cents on the dollar. Lenders who priced Oracle's credit now also have to price who pays when the power arrives late.
Perspective Coverage
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The rating agency's warning about the lag between construction completion and energization lands mostly on project economics and financing timelines, because a long-term hyperscale lease keeps ultimate repayment intact.
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Anthropic filed its S-1 confidentially in June and the public version is due within weeks, with a Columbia securities scholar saying an amendment may be needed to limit fraud liability over the existential risks Dario Amodei has described for years.
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Salesforce, FactSet, S&P Global and Moody's have all wired their data into Claude and ChatGPT, and only Moody's will name a charging method, which leaves per-seat contracts metering a unit that agents no longer respect.
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Delivered units make conversion a real use for obsolete downtown offices. The resale prices underneath the trade are still distress prices, and by one banker's account only a fraction of empty buildings qualify.
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The $11.36bn of customer prepayments turned what would have been roughly $16.8bn of burn into a $5.40bn shortfall, and it moves the funding question from Oracle's balance sheet to the credit of the customers writing the cheques.
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The Financial Action Task Force says the payment rails behind online betting are open to laundering, and every one of its recommendations needs a national government to move before a bank's monitoring does.
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Japan's ten-year yield is at a thirty-year high and the real yield is still only 1.1%, which is an argument that this repricing is unfinished rather than extreme. The bill lands on whoever owns the duration.
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Meta, Amazon and Alphabet are now paying for data centres with bonds, equity and asset-manager ventures. S&P says leverage is not blowing up; Moody's says the buildout already threatens credit quality.
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The rating agency's Artificial Intelligence Outlook 2026 opens on capital spending outpacing AI revenue, which takes the equity market's favourite argument and puts it inside the kind of document that eventually shapes what data center borrowers pay.
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Gemini Enterprise for Financial Services puts a managed research agent behind entitlement-aware connectors to six commercial data vendors. The launch material never says how those licences price a machine reader.
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Bloomberg reports the AI cloud provider is negotiating up to $3 billion at $12 billion or more, roughly 4.8 times a September 2025 Forbes estimate, ahead of a possible 2027 listing.
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The largest corporate bond ever sold in Australia raised about US$3.9bn for Alphabet. Its 2026 capital expenditure guidance is between $195bn and $205bn.
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KDI lifted this year's GDP forecast to 3.2% from 2.5% and attributed almost all of it to the AI-driven chip cycle. It also cut its jobs forecast by 60,000.
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Net migration collapsed, foreign-born unemployment fell below native-born in October 2025, and the headline rate held. Those three facts fit together in a way employers should read carefully.
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