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Hyperscalers are expected to significantly increase debt issuance this year to fund massive data center expansions for AI. Following Amazon’s substantial bond sale, analysts predict continued high levels of borrowing, with forecasts for 2026 now reaching $175 billion. This surge in debt reflects strong investor demand for these tech giants.
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Options traders’ fears of a U.S. stock market crash have significantly receded, with key indices like the Nations TailDex and Cboe Skew returning to pre-Iran strike levels. While the S&P 500 remains down, this pullback suggests investors are less concerned about a steep equity price drop, though overall market anxiety is still elevated.
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Microsoft is reorganizing its Copilot teams, unifying commercial and consumer versions to enhance its AI assistant and drive adoption. This move allows AI chief Mustafa Suleyman to concentrate on building new AI models and advancing the company’s superintelligence efforts. Jacob Andreou will now lead all Copilot initiatives.
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A federal judge ​certified a shareholder class action accusing Boeing of concealing safety deficiencies in its 737 MAX planes before two crashes that killed 346 people in 2018 and 2019.
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Nifty 50 rose sharply for a second session, driven by banking, auto and metal stocks, signalling bullish momentum. Analysts highlighted breakout patterns and recommended SAIL, MCX, NTPC Green and Aeroflex Industries.
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