Bloomberg Tech Alphabet’s Mega Bond Plans Includes 100-Year Offering
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Feb 9, 2026 Kevin Krim, President and CEO of EDO, a media analytics leader, breaks down Super Bowl ad performance. He highlights which ads drove the most engagement. Short, punchy takes cover AI-themed spots and pharma commercials. Quick-fire analysis of viewer attention and metric trends.
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Cheap Capital Drives Mega Tech Bond Sales
- Big tech issues debt not from necessity but because borrowing is extremely cheap and demand is insatiable.
- Robert Shiffman says 100-year and multi-currency bonds show global appetite for top-tier corporate credit.
AI Capex Estimates Keep Escalating
- Hyperscaler AI spending estimates keep rising as more firms join the build-out, pushing cumulative capex much higher.
- Shiffman raised multi-year spending from $2T to above $4T, implying sustained demand for corporate debt.
Bitcoin Faces A Role Reckoning
- Bitcoin's recent volatility sparks a broader reckoning about its role as digital gold versus a risk asset.
- Isabel Lee notes implied volatility spiked and the market is asking fundamentally: 'What is Bitcoin?'.