AI financing · The series

Debt vs the Stock

Follow the bonds, borrowing costs and stocks behind the AI buildout. Start with the latest update, then revisit the earlier snapshots.

Each edition keeps its own dates, sources and market snapshot. Educational commentary, not investment advice.

Latest update

AI Debt — End of Week, October 2

The same eight Meta, Alphabet and Amazon bonds from September 25, with updated traded prices and yields, alongside the week in AI stocks.

Read the latest update →

Earlier in the series

  1. · Original study

    The yields that didn't kill the AI trade

    The 10-year hit its highest since 2007 and the AI buildout's existing debt did not get one dollar more expensive. What repriced was the next dollar, not the last one.

    Read this edition →