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Feb 17, 2026
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LONG
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Minnis highlights the "$5 trillion" AI investment need and notes that "all that capital has to get raised." She cites a specific deal financing energy for data centers using a mix of asset-based loans and high-yield bonds. While tech companies spend the money, Investment Banks (like Goldman) and Private Credit structure the deals. The massive capex cycle for AI infrastructure (energy, data centers) is a direct revenue driver for origination and capital solutions desks. Long GS as a pick-and-shovel play on AI financing. Deal flow drying up if the AI capex bubble bursts. |
Bloomberg Markets
Stocks Gain as Tech Holds Up; Bonds Steady | ...
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