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Market news & articles

Technology · 2 months ago

BIS says AI capex surge could turn into financing pullback if returns fall short

In its June 2026 annual report, the BIS said the five largest hyperscalers are set to spend more than $1 trillion on AI capital expenditure in 2025-2026, with commitments exceeding earnings and, in some cases, free cash flow. The report said weaker returns could trigger financing retrenchment, wider credit stress and tighter financial conditions.

Technology · 2 months ago

Amazon Raises India Commitment to $48 Billion by 2030 With New $13 Billion for AI and Cloud

Amazon said it will add $13 billion to its India spending by 2030 to expand AI and cloud infrastructure, taking its planned investment in the country to $48 billion. The company said the spending will reinforce AWS capacity in Mumbai and Hyderabad, with more than $21 billion allocated to AI and cloud projects.

Central Banks & Policy · 2 months ago

Bank of England releases private credit stress-test scenario parameters for market participants

The Bank of England published the assumptions and mechanics for its private markets exploratory scenario, a five-year hypothetical stress exercise covering private credit and related markets. The framework models a severe global supply shock and recession, with higher rates, wider credit spreads, weaker refinancing conditions, equity declines, redemption pressure and rising corporate defaults.