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Credit Market

Over The Weekend - The Other Side of the AI Boom: Jane Street’s $15bn Hit, Software Buyout & Higher Yields
News
Capital Markets Technology Credit Market M&A

Over The Weekend - The Other Side of the AI Boom: Jane Street’s $15bn Hit, Software Buyout & Higher Yields

Jane Street’s $15bn AI-linked hit, Silver Lake’s reported Workday talks and rising real yields show the AI boom entering a tougher phase—where crowded trades, SaaS disruption and higher capital costs collide.

Multiple authors
Economics & FinanceTech
Breaking News - S&P Downgrades Oracle to BBB-
Quick Take
Hyperscalers Credit Market AI Infrastructure Capital Markets Breaking News

Breaking News - S&P Downgrades Oracle to BBB-

S&P Global downgraded Oracle's long-term credit rating from BBB (Negative) to BBB- (Stable), citing elevated business risk and weaker near-term cash flows.

Jiayi ZHANG
Economics & Finance
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