The tweet was deleted by the author.
But we saved everything 🙂.
James Van Straten reports that Amazon has completed a $25 billion bond sale, marking it as the seventh largest bond offering this year.
He observes that hyperscalers are increasingly turning to debt markets to finance AI infrastructure projects, rather than issuing equity. Demand from investors for this sale was only 1.6 times the offering amount, which he notes is significantly below previous levels.
Van Straten previously reported that gold recorded its worst quarter in 13 years while the S&P 500 reached a six-year high, as AI investments remained strong (article). In a separate analysis, he noted that key Bitcoin metrics suggest the market bottom may not yet be established (article). These recent observations reflect his ongoing coverage of capital flows into technology and digital assets.