Rob Schiffman, senior tech credit analyst, breaks down Alphabet’s ~$15B U.S. bond sale and why tech borrowers keep issuing long-term debt. Sam Fazeli, pharma research director, covers big biotech deals, circular RNA moves and patent fights over obesity drugs. Scott Levine, energy services analyst, explains the Transocean-Valaris all-stock deal and offshore drilling dynamics. Drew Reading, U.S. homebuilding analyst, discusses potential antitrust scrutiny and mortgage-driven demand constraints.
