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SoftBank seeks over $11 billion in junk bond financing; OpenAI bets and Arm mortgage loans increase leverage risk.

SoftBank seeks over $11 billion in junk bond financing; OpenAI bets and Arm mortgage loans increase leverage risk.

SoftBank Group is seeking to issue more than $11 billion in high-yield bonds (i.e., junk bonds) to raise funds for its continued investment in artificial intelligence assets such as OpenAI. With multiple financing methods, including bond financing and Arm share-backed loans, SoftBank's leverage level continues to rise,

Volkswagen has fallen out of the European blue-chip list for the first time in nearly 15 years! Its share price has plummeted to a 16-year low, marking another crisis for the European auto industry.

Volkswagen has fallen out of the European blue-chip list for the first time in nearly 15 years! Its share price has plummeted to a 16-year low, marking another crisis for the European auto industry.

Volkswagen is experiencing one of the most difficult moments in its modern history. The German auto giant has been removed from the Euro Stoxx 50, the eurozone's most important blue-chip index, marking the first time in nearly 15 years that the company has fallen off this benchmark. The

The "debt black hole" behind the AI boom: $1.2 trillion in external financing may be needed over the next 5 years.

The "debt black hole" behind the AI boom: $1.2 trillion in external financing may be needed over the next 5 years.

The construction of global AI infrastructure is burning through capital at an unprecedented pace, but the debt engine supporting this "supercycle" has quietly swelled to a scale that is alarming the market. As more and more tech giants fall into negative free cash flow, the need for external

Report: Samsung's HBM4/HBM4E production may double next year, with its product share rising from 40% to 80%.

Report: Samsung's HBM4/HBM4E production may double next year, with its product share rising from 40% to 80%.

Samsung Electronics is betting heavily on next-generation high-bandwidth memory, and the company is shifting its focus entirely to high-value-added products in the AI storage chip competition. According to the Seoul Economic Daily, Samsung Electronics plans to increase the outsourced cleaning volume of "glass substrates," an essential component of

IMF: Global debt will exceed GDP in 2029

IMF: Global debt will exceed GDP in 2029

The International Monetary Fund has warned that global public debt will surpass GDP two years earlier than previously expected, and the US debt path has been explicitly named as "unsustainable," significantly increasing the urgency of global fiscal consolidation. Speaking at an economic forum hosted by the Qatari government

Apollo's strategy for the forefront of the AI ecosystem: Startups will need funding beyond venture capital earlier than ever before.

Apollo's strategy for the forefront of the AI ecosystem: Startups will need funding beyond venture capital earlier than ever before.

Apollo, known for its leveraged buyouts and large-scale financing deals, is quietly becoming an early shareholder in AI startups—in order to become their creditor later. According to a recent report by The Information, Apollo Global Management is quietly positioning itself for early-stage funding rounds for AI startups, having already

Intel and AU Optronics are collaborating on advanced packaging for Micro LED, targeting the market for CPO and high-density computing power integration.

Intel and AU Optronics are collaborating on advanced packaging for Micro LED, targeting the market for CPO and high-density computing power integration.

Intel is extending its advanced packaging strategy to the field of Micro LED substrates and is reportedly collaborating deeply with AU Optronics, a major Taiwanese panel manufacturer, to jointly promote the integration of CPO (Common Packaging Optics) and high-density computing chips. This signifies that the optoelectronic heterogeneous integration technology route