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Emerging Signs of an AI Debt Bubble? Analysts Warn: Alphabet’s Issuance of Century Bonds May Signal a Market “Top”
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``` Emerging Signs of an AI Debt Bubble? Analysts Warn: Alphabet’s Issuance of Century Bonds May Signal a Market “Top” ```

``` Alphabet issued a £1 billion century bond, and strategists see it as yet another signal of excessive optimism at the tail end of the credit cycle. As tech giants push borrowing to new highs in the race for AI infrastructure, risks of debt-driven expansion are drawing attention. On February 12,

Besent softens stance toward Republican lawmakers: Supports the Senate taking over the Powell investigation instead of the Justice Department

Besent softens stance toward Republican lawmakers: Supports the Senate taking over the Powell investigation instead of the Justice Department

``` On Wednesday, US Treasury Secretary Besant agreed in a closed-door meeting with Senate Republican lawmakers to transfer the investigative authority regarding Federal Reserve Chair Powell from the Department of Justice to the Senate Banking Committee. According to media reports citing sources familiar with the matter, this move aims to persuade

Oracle's most pessimistic assumption: If all AI data center contracts are terminated

Oracle's most pessimistic assumption: If all AI data center contracts are terminated

``` In response to ongoing market concerns over customer concentration and capital expenditures, Bernstein conducted an extreme scenario stress test on Oracle in its latest report: If AI clients like OpenAI completely cancel their orders, what is the company's valuation? According to ZF Trading Desk, the report's

Unexpectedly strong January non-farm payrolls: what are the underlying questions?

Unexpectedly strong January non-farm payrolls: what are the underlying questions?

``` U.S. nonfarm payrolls data for January exceeded expectations across the board, but most institutions believe that with the annual benchmark revision revealing inflated employment figures last year and highly concentrated industry growth, the foundation for labor market recovery remains unsteady. Galaxy Securities pointed out that January's employment

Hermès' fourth-quarter revenue rose 9.8%, exceeding expectations, with strong performance in the U.S. market driving results against the trend | Earnings Report Insights

Hermès' fourth-quarter revenue rose 9.8%, exceeding expectations, with strong performance in the U.S. market driving results against the trend | Earnings Report Insights

Against the backdrop of an overall slowdown in the luxury industry, Hermès benefited from ultra-high net worth customers (who are less sensitive to inflation and macro fluctuations) and a long order backlog, once again delivering a "stable and slightly strong" report card. On February 12, French luxury giant

Luckin unveils its "Going to the Countryside" plan: Supply and marketing cooperatives become its new springboard

Luckin unveils its "Going to the Countryside" plan: Supply and marketing cooperatives become its new springboard

``` On February 8th, Luckin Coffee’s 30,000th store nationwide was announced to open in Shenzhen’s Galaxy Twin Towers. From ten thousand stores to thirty thousand stores, Luckin took only a year and a half to push the scale ceiling of China’s coffee industry to unprecedented heights. But

Lenovo wants to use its "scale advantage" to counter the surge in storage prices.

Lenovo wants to use its "scale advantage" to counter the surge in storage prices.

``` On February 12, Lenovo Group disclosed its third quarter results, showing that for the three months ended December 31, 2025, revenue reached $22.2 billion, an increase of 18% year-on-year; however, net profit for the same period was $546 million, a drop of more than 20% year-on-year. Specifically, revenue from