2026年10月13日 18:33 ET 发布 · 更新于 1 个月前 · 1 个来源
No hyperscaler/AI IG debt deals since September; without debt there is no EPS growth
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原始报道
The hyperscaler/AI investment-grade debt pipeline has been empty since early September, and because debt converts into capex, revenue, and EPS, the absence of debt issuance means there will be no EPS growth.
原文