AI & LLMs
Ray Dalio changes his diagnosis on the AI bubble: Treasury yields are the fuse
In June Dalio saw an AI bubble still in its early stages; today he says the breaking point is getting closer, with Treasury yields at their highest...
Hyperscalers
Bonds & Rates
Bill Gross to investors: don’t own bonds, be cautious with stocks
The PIMCO co-founder warns that record debt, AI-driven bond issuance and swelling US deficits leave 1-year Treasury bills as his only fixed-income...
Big Tech Stocks
Google’s AI bill keeps climbing: Alphabet returns with a $25 billion bond sale
August’s sale lifts the debt Alphabet has placed since 2025 above $114 billion, cementing its position as the largest issuer of AI-linked bonds.
