Alphabet’in asırlık tahvili aşırı ölçekleyici borç korkularıyla yüzde 7 değer kaybetti

40 kaynak
cnbc.com
  • Alphabet'in 1 milyar sterlinlik asırlık tahvili, 1990'lardaki Motorola sonrasında bir teknoloji şirketi tarafından çıkarılan ilk tahvil olma özelliğini taşıyor ve beş ayda değerinin yüzde 7'sinden fazlasını kaybetti.
  • Bloomberg'e göre Alphabet, Meta , Amazon ve Oracle 2025'in başından bu yana 300 milyar doların üzerinde borç ihraç etmesine rağmen, aşırı ölçekleyici tahvil talebi çakıldı ve karşılama oranları şubat ayındaki 5 kat seviyesinden temmuzda 2 katın altına düştü.
  • Alphabet, ikinci çeyrekte yüzde 24 gelir artışı gösteren rekor sonuçların yanı sıra 2026 yılı sermaye harcaması tahminini 205 milyar dolara yükseltti ve bu durum yapay zeka harcamalarının getirilerine ilişkin yatırımcı gerilimini derinleştirdi.
Kaynaklar (40)
  1. 1 Milestone Alphabet century bond already under pressure www.cityam.com
  2. 2 Alphabet to sell rare 100-year bond to fund AI expansion, media reports say www.reuters.com
  3. 3 The AI boom is increasingly built on debt, but investor demand is plunging just as hyperscalers ramp up their bond blitz | Fortune fortune.com
  4. 4 Hyperscalers Are Dragging Down Bond Gauges Across Global Markets www.bloomberg.com
  5. 5 July 22, 2026 – Alphabet Inc. (NASDAQ: GOOG, GOOGL) ... www.sec.gov
  6. 6 Google parent hikes 2026 spending to $205 billion to fuel AI ambitions- Moneycontrol.com www.moneycontrol.com
  7. 7 Why Google just issued a rare 100-year bond www.cnn.com
  8. 8 Alphabet Hikes 2026 Capex Spending To $205B, Sees ... newsable.asianetnews.com
  9. 9 Alphabet Q2 2026 revenue $119.8B, profit $112.2B www.stocktitan.net
  10. 10 Why Alphabet's 100-year sterling bond is raising new fears over debt-fuelled AI arms race www.cnbc.com
  11. 11 What Does Alphabet's $31.5 Billion Bond Sale Really Mean for GOOGL Stock Investors? finance.yahoo.com
  12. 12 Alphabet says capital spending in 2026 could double, cloud business booms www.reuters.com
  13. 13 Alphabet Taps Debt Markets With 100-Year Issuance gfmag.com
  14. 14 Alphabet's Record Bond Sale Reshapes AI Ambitions And Regulatory Risk Profile finance.yahoo.com
  15. 15 Alphabet ups 2026 capex to as much as $190 billion, expects to 'significantly increase' in 2027 www.cnbc.com
  16. 16 Google's Parent Smashes Records with $20 Billion Bond Sale to ... markets.financialcontent.com
  17. 17 Alphabet investor presentation: June 2026 blog.google
  18. 18 Google parent Alphabet sells $32 billion in bonds in 24 hours ... www.livemint.com
  19. 19 Alphabet Is Selling 100-Year Debt as Part of a Big Bond Sale www.wsj.com
  20. 20 Alphabet Lifts 2026 Capex Outlook Well Above Estimates www.youtube.com
  21. 21 Alphabet (GOOG) Earnings Date and Reports 2026 www.marketbeat.com
  22. 22 Analysts revise AI hyperscaler debt forecasts after Amazon bond sale www.reuters.com
  23. 23 Alphabet Q2 2026 Earnings Report www.marketbeat.com
  24. 24 How the AI debt binge shattered hyperscalers' ‘unspoken contract' with investors www.cnbc.com
  25. 25 What Google's 100-Year Bond Means For Alphabet Stock Investors www.forbes.com
  26. 26 Alphabet Q2 Earnings Call Highlights - MarketBeat www.marketbeat.com
  27. 27 AI hyperscalers will drive higher US corporate bond supply in 2026, analysts say finance.yahoo.com
  28. 28 How investors are reacting as Alphabet launches landmark 100 ... www.morningstar.com
  29. 29 ALPHABET INC CAP STK USD0.001 CL C Bonds — Corporate Bond Rates — TradingView www.tradingview.com
  30. 30 Earnings call transcript: Alphabet beats Q2 2026 estimates, ... www.investing.com
  31. 31 ALPHABET INC Bonds — Corporate Bond Rates — TradingView www.tradingview.com
  32. 32 Alphabet (GOOG) Investor Relations Material quartr.com
  33. 33 Alphabet 26Q2 Earnings Review: Cloud Growth Hits 82%, 2026 CapEx Guidance Raised www.moomoo.com
  34. 34 Alphabet's Century Bond And Wiz Deal Redefine Long Term AI Bet finance.yahoo.com
  35. 35 Alphabet Q2 2026 Earnings Highlights: Google Cloud Revenue Surges 82% Above Expectations, Backlog Hits $514 Billion, Free Cash Flow Turns Negative as Full-Year Capex Guidance Raised www.bitget.com
  36. 36 What Alphabet's 100-Year Bond Says About Faith In Big Tech www.forbes.com
  37. 37 Cloud, AI and Capex: 5 big takeaways from Alphabet's Q2 earnings - Alphabet tops Q2 estimates economictimes.indiatimes.com
  38. 38 Alphabet Inc. (GOOG) - Historical data, historical prices twelvedata.com
  39. 39 Alphabet CFO raises capex guidance ... x.com
  40. 40 Alphabet making long-term bet on AI by issuing century bonds www.marketplace.org
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