16_Broadcom_Buyback.md
Broadcom’s Debt Buyback Struggles as AI Forecast Disappoints Broadcom’s $2.5 billion cash tender offer for its own notes has drawn a lukewarm response from bondholders, according to Reuters, even as…
JPMorgan Raises AI Infrastructure Spending Forecast to $5.5 Trillion
Tarek Hamid and his team of credit strategists at JPMorgan have been revising one forecast upward for seven months. On Wednesday, they did it again, lifting their estimate of what…
Hedge Funds Shed Big Tech Before SpaceX Debut, JPMorgan Data Show
The selling started on June 5 and did not stop for a week. Across hedge fund books, positions in the biggest American technology stocks came down in size — every…
Amazon Lines Up $31.5 Billion in Two Days for Its AI Buildout
Amazon’s balance sheet is now part of its AI strategy. In the space of 48 hours this month, the company arranged roughly $31.5 billion in new financing: a $17.5 billion…
JPMorgan’s AI Agents Now Work for an Hour Straight
The market briefing arrives before the coffee. Every morning, bankers in JPMorgan Chase’s private bank open dashboards assembled overnight: AI agents that spent the dark hours screening earnings releases, rate…
JPMorgan Ends Its Long Bearish Run on Tesla
For the better part of a decade, JPMorgan was the most persistent skeptic on Tesla on Wall Street. The bank kept an Underweight rating on the electric-vehicle maker from 2018…
Jamie Dimon Takes SpaceX’s IPO Pitch to JPMorgan’s Richest Clients
Jamie Dimon will personally pitch SpaceX’s initial public offering to the bank’s wealthiest clients this month, a roadshow built around the lender’s branch network rather than the usual circuit of…
