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https://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financing
Microsoft Comes Out of OpenAI Deal a Winner; Risks in AI Financing — The Information
Apr 28, 2026 - Microsoft and OpenAI had big news this morning but before we dive into that, it's fair to say there’s a lot of excitement among investors (and reporters!)...
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https://www.foxbusiness.com/video/6391524553112
Private credit fears emerge on Wall Street driven by AI financing | Fox Business Video
The Bear Traps Report founder Larry McDonald joins 'Mornings with Maria' to discuss the Iran conflict, oil supply shocks and a looming credit crisis.
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https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/credit-markets-ai-financing-gap-vishy-tirupattur-vishwas-patkar
Credit Markets’ Role in AI Financing Gap | Thoughts on the Market
Listen to our analysts explain the role of credit markets to fund a potential AI financing gap, as spending on data centers and hardware keep ramping up.
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