According to @KobeissiLetter, US secured debt issuance tied to data centers is projected to reach a record $25.4 billion in 2025, a 112% jump from $12.0 billion in 2024 (source: @KobeissiLetter). Since 2022, data center debt issuance growth totals approximately 1,854% (source: @KobeissiLetter). Bank of America estimates roughly $49 billion of outstanding data center Asset-Backed Securities and Commercial Mortgage-Backed Securities, underscoring a sizable securitized credit base in this segment (source: Bank of America via @KobeissiLetter). The post attributes the surge to the AI investment boom, indicating elevated primary supply for data center-linked secured credit in 2025 that traders need to incorporate into pricing and spread monitoring (source: @KobeissiLetter).

According to @KobeissiLetter, US technology firms’ CapEx-to-Sales ratio has reached 11%, the highest since 2000, rising by 4 percentage points since 2022. According to @KobeissiLetter, the CapEx-to-Free Cash Flow ratio is about 38%, the highest since 2022, compared with roughly 60% in the late 1990s. According to @KobeissiLetter, this indicates tech companies are funding most capital expenditures with free cash flow rather than debt, reflecting solid financial health. According to @KobeissiLetter, the AI investment boom has room to run, a signal traders can use to frame positioning in AI-linked equities and to monitor AI-themed crypto tokens as capital spending trends evolve.

According to @ReutersBiz, this week’s AI roundup highlights three trading drivers: OpenAI facing a major challenge, the release of the Atlas web browser positioned against Google Chrome’s dominance, and tech giants riding an AI investment boom (Source: @ReutersBiz). The concentration of AI catalysts signals sustained investor focus on AI infrastructure and applications, a theme traders monitor for momentum across AI-exposed equities and broader risk sentiment that can influence crypto market tone (Source: @ReutersBiz).