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Hyperscalers' bonds to fuel capex offer institutional investors an attractive 100-180+ basis point yield premium over Treasuries, meaning marginal balance sheet capacity is being funneled away from government debt auctions. https://t.co/S1tok9ANLg $MSFT $AMZN $GOOG $ORCL https://t.co/qDTWUWI7Q6
Library as of 2026-10-21