#off-balance-sheet-financing

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Business
fromFortune
6 days ago

Debt financing in AI is a signal that the bull market in tech is 'getting weaker and weaker as the days go by,' Morgan Stanley CIO says | Fortune

Debt‑financed, off‑balance‑sheet AI infrastructure deals increase opacity and investor pressure, complicating the tech bull market narrative and demands for measurable returns.
Business
fromwww.theguardian.com
2 weeks ago

First Brands: why a maker of spark plugs and wiper blades has Wall Street worried

Opaque off-balance-sheet financing at First Brands triggered a multi-billion-dollar collapse and bankruptcy, revealing massive undisclosed liabilities and market contagion risk.
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