In a nutshell: Blackstone expects Anthropic could receive a junk rating after its IPO, while its plan to spend over $800 billion on AI computing capacity faces financing pressure.
The positive news is all well and good; the key is how much of it is already priced in. We’ll also have to see whether any opposing views emerge later to offset it.
$BBB is now at 8.48; adding it to the watchlist for now.
#BBB
The positive news is all well and good; the key is how much of it is already priced in. We’ll also have to see whether any opposing views emerge later to offset it.
$BBB is now at 8.48; adding it to the watchlist for now.
#BBB