Credit Markets to Fuel AI Infrastructure Boom
AI models need massive clusters of servers. That translates into roughly 2.9 trillion dollars of global data center spending by 2028about $1.6 trillion on chips and hardware and 1.3 trillion on buildings, power and upkeep.
Warning! GuruFocus has detected 4 Warning Signs with NVDA.
Hyperscalers can self?fund around $1.4 trillion of that capex, but a $1.5 trillion dollar gap remains. Morgan Stanley expects private credit, corporate bonds and securitized debt to step in and fill most of that shortfall.
Cash flows alone won't cover the AI?driven buildout. Credit markets are set to become a key engine for funding the next wave of tech infrastructure.
For investors keen on this theme, tech and AI?focused ETFs such as VGT (Vanguard Information Technology ETF), IYW, AIQ (Global X Artificial Intelligence & Technology ETF) and BOTZ offer streamlined ways to gain exposure.
This article first appeared on GuruFocus.

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Sweetening soft drinks: What to know about sugar, high-fructose corn syrup and their alternatives
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Yahoo
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- Yahoo
Stock market today: Dow, S&P 500, Nasdaq mixed amid wave of earnings as tariffs bite GM profit
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Expect more volatility as companies report, Annex Wealth Management chief economist Brian Jacobsen told Yahoo Finance on Friday. "Earnings misses are going to get punished a lot more than usual. I don't think investors have the patience to really deal with companies that are missing any of those estimates." Read about the latest earnings results here. Wall Street analysts bullish on Amazon ahead of earnings Wall Street analysts lifted their price targets on Amazon stock ahead of the Facebook and Instagram parent's quarterly earnings report July 31. Needham analyst Laura Martin lifted her outlook on Amazon shares on Tuesday to $265 from $220, citing "strong" revenue growth for the company's cloud division, AWS, "record-breaking" Amazon Prime days, waning tariff woes, and lower costs in its logistics operations (i.e. deliveries) due to generative artificial intelligence. 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The aerospace and defense giant has lifted its outlook as geopolitical tensions sustain demand for its defense products. Beyond that, the company is in talks to support the planned Golden Dome missile system. The Trump administration is searching for new partners for the project as tensions with Elon Musk threaten SpaceX's dominance, Reuters reported. Northrop Grumman reported second quarter earnings of $8.15 a share, versus $6.82 expected. Revenue came in at $10.35 billion, well above the $10.05 billion consensus view. Reuters reported: Read more here. Circle stocks extends decline after analyst downgrade Circle shares fell more than 7% Tuesday morning, extending its 3.4% drop the day prior. The declines come as the stablecoin issuer's stock was downgraded to Sell from Neutral at investment bank Compass Point following the passage of the first federal framework for dollar-backed stablecoins last week. 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'While we expected CRCL to rally into stablecoin legislation, crypto investors typically 'sell the news' after highly anticipated events,' Compass Point analyst Ed Engel wrote in a note to investors Monday. 'As such, we expect CRCL to retrace some of its recent rally after the GENIUS act was signed into law on 7/18.' Engel also cited 'emerging competition from banks and fintechs' following the passage of the GENIUS Act. 'We expect more mainstream fintechs and banks to announce competing stablecoins in 2H25 [the second half of 2025],' he wrote, adding that 'many mainstream businesses have wider distribution networks than CRCL.' US stocks mixed at the open US stocks wavered on Tuesday after hitting new all-time highs the day prior, as Wall Street waded through a fresh wave of earnings. The Dow Jones Industrial Average (^DJI) rose nearly 0.1%. Meanwhile, the S&P 500 (^GSPC) traded roughly flat. The Nasdaq Composite (^IXIC) slipped 0.1% ahead of the first Big Tech quarterly results Wednesday from Alphabet (GOOGL, GOOG) and Tesla (TSLA). The stocks of General Motors's (GM), Philip Morris (PM), RTX (RTX), and Lockheed Martin (LMT) sank after their quarterly results disappointed Wall Street. Coca-Cola (KO) shares dropped despite reporting earnings that topped forecasts. US stocks wavered on Tuesday after hitting new all-time highs the day prior, as Wall Street waded through a fresh wave of earnings. The Dow Jones Industrial Average (^DJI) rose nearly 0.1%. Meanwhile, the S&P 500 (^GSPC) traded roughly flat. The Nasdaq Composite (^IXIC) slipped 0.1% ahead of the first Big Tech quarterly results Wednesday from Alphabet (GOOGL, GOOG) and Tesla (TSLA). The stocks of General Motors's (GM), Philip Morris (PM), RTX (RTX), and Lockheed Martin (LMT) sank after their quarterly results disappointed Wall Street. Coca-Cola (KO) shares dropped despite reporting earnings that topped forecasts. Bessent calls for internal review of Fed but doesn't think Powell needs to step down Yahoo Finance's David Hollerith reports: Read more here. Yahoo Finance's David Hollerith reports: Read more here. Wall Street is being stubbornly bullish on downtrodden energy stocks Wall Street analysts have high hopes for oil and gas stocks, encouraged by cheap valuations and President Trump's full-throated support for the beleaguered energy sector. Bloomberg reports: Read more here. Wall Street analysts have high hopes for oil and gas stocks, encouraged by cheap valuations and President Trump's full-throated support for the beleaguered energy sector. Bloomberg reports: Read more here. Coca-Cola tops Q2 estimates on steady soda demand, plans cane sugar-based products Coca-Cola (KO) beat Wall Street's second quarter revenue and profit estimates on Tuesday, as steady soda demand and higher prices boosted profits. But the stock was down about 1% in premarket trading, as case volumes fell overall. Notably, the company said it plans to launch an offering made with US cane sugar under its trademark Coca-Cola product range this fall. In recent days, President Trump said that the company agreed to use cane sugar in its products, which Coke didn't confirm at the time. Here's what Coca-Cola reported, per Reuters: Read more here. Coca-Cola (KO) beat Wall Street's second quarter revenue and profit estimates on Tuesday, as steady soda demand and higher prices boosted profits. But the stock was down about 1% in premarket trading, as case volumes fell overall. Notably, the company said it plans to launch an offering made with US cane sugar under its trademark Coca-Cola product range this fall. In recent days, President Trump said that the company agreed to use cane sugar in its products, which Coke didn't confirm at the time. Here's what Coca-Cola reported, per Reuters: Read more here. Lockheed Martin Q2 profit plummets on $1.6 billion charge Lockheed Martin (LMT) stock fell 6% premarket after the defense giant recorded pre-tax losses of $1.6 billion, mainly linked to a classified program within its Aeronautics segment. Reuters reports: Read more here. Lockheed Martin (LMT) stock fell 6% premarket after the defense giant recorded pre-tax losses of $1.6 billion, mainly linked to a classified program within its Aeronautics segment. Reuters reports: Read more here. GM stock falls as Trump tariffs take $1B bite out of earnings US automaker General Motors (GM) stock fell over 3% before the bell on Tuesday after reporting a fall in second quarter core profit of 32% to $3 billion. The automaker said tariffs have sapped $1.1 billion from results as it continues to grapple with President Trump's challenging trade war. Reuters reports: Read more here. US automaker General Motors (GM) stock fell over 3% before the bell on Tuesday after reporting a fall in second quarter core profit of 32% to $3 billion. The automaker said tariffs have sapped $1.1 billion from results as it continues to grapple with President Trump's challenging trade war. Reuters reports: Read more here. Trump Media stock tests the limits of bitcoin accumulation Yahoo Finance's Hamza Shaban reports in today's Morning Brief: Read more here. Yahoo Finance's Hamza Shaban reports in today's Morning Brief: Read more here. Chipmaker NXP's stock falls as forecast fails to impress investors Dutch chipmaker NXP (NXPI) disappointed investors with a less-than-bullish revenue outlook for the next quarter, sending its stock sliding almost 6% in premarket trade. Bloomberg reports: Read more here. Dutch chipmaker NXP (NXPI) disappointed investors with a less-than-bullish revenue outlook for the next quarter, sending its stock sliding almost 6% in premarket trade. Bloomberg reports: Read more here. Good morning. Here's what's happening today. Economic data: Richmond Fed manufacturing index (July) Earnings: Capital One (COF), Coca-Cola (KO), DR Horton (DHI), Enphase Energy (ENPH), GM (GM), Lockheed Martin (LMT), Philip Morris International (PM), SAP (SAP), Texas Instruments (TXN) Here are some of the biggest stories you may have missed overnight and early this morning: Ethereum is surging, and more companies want in Chances of an India-US trade deal are dimming Nvidia chip challenger FuriosaAI lands its first major customer Trump-backed $500B Stargate AI project is struggling: WSJ Bessent calls for deeper US bank regulatory reforms Universal Music confidentially files for US listing Tesla's retro-futuristic diner officially opens Economic data: Richmond Fed manufacturing index (July) Earnings: Capital One (COF), Coca-Cola (KO), DR Horton (DHI), Enphase Energy (ENPH), GM (GM), Lockheed Martin (LMT), Philip Morris International (PM), SAP (SAP), Texas Instruments (TXN) Here are some of the biggest stories you may have missed overnight and early this morning: Ethereum is surging, and more companies want in Chances of an India-US trade deal are dimming Nvidia chip challenger FuriosaAI lands its first major customer Trump-backed $500B Stargate AI project is struggling: WSJ Bessent calls for deeper US bank regulatory reforms Universal Music confidentially files for US listing Tesla's retro-futuristic diner officially opens Trending tickers: Nvidia, Oracle and Medpace Here are some top stocks trending on Yahoo Finance in premarket trading: Nvidia (NVDA) stock fell over 1% premarket following news that FuriosaAI Inc., the Seoul-based startup seeking to design chips to compete with Nvidia (NVDA) Corp., has sealed its first major contract months after rejecting an $800 million acquisition offer from Meta Platforms Inc. (META) Oracle (ORCL) shares dropped over 2% in premarket trading after it was announced that Stargate, a multi-billion-dollar effort by ChatGPT's creator OpenAI ( SoftBank (SFTBY, 9984.T) and Oracle (ORCL) are now setting a more modest goal of building a small data center by the end of the year, according to reports in The Wall Street Journal reported on Monday. Medpace Holdings, Inc. (MEDP) stock surged over 40% before the bell on Tuesday after exceeding analysts revenue expectations on Monday, with sales up over 14% year on year to $603.3 million. Here are some top stocks trending on Yahoo Finance in premarket trading: Nvidia (NVDA) stock fell over 1% premarket following news that FuriosaAI Inc., the Seoul-based startup seeking to design chips to compete with Nvidia (NVDA) Corp., has sealed its first major contract months after rejecting an $800 million acquisition offer from Meta Platforms Inc. (META) Oracle (ORCL) shares dropped over 2% in premarket trading after it was announced that Stargate, a multi-billion-dollar effort by ChatGPT's creator OpenAI ( SoftBank (SFTBY, 9984.T) and Oracle (ORCL) are now setting a more modest goal of building a small data center by the end of the year, according to reports in The Wall Street Journal reported on Monday. Medpace Holdings, Inc. (MEDP) stock surged over 40% before the bell on Tuesday after exceeding analysts revenue expectations on Monday, with sales up over 14% year on year to $603.3 million. Oil prices fall as trade war pulls down investor sentiment Oil prices fell early morning Tuesday as the trade negotiations between the EU and the US continue to impact the economic landscape for crude consumption. Reuters reports: Read more here. Oil prices fell early morning Tuesday as the trade negotiations between the EU and the US continue to impact the economic landscape for crude consumption. Reuters reports: Read more here. 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Time Business News
11 minutes ago
- Time Business News
Wound Care Biologics Gain Ground in Healing Complex Surgical and Trauma Wounds
The bioengineered products used for non-healing wounds of lower extremity are Wound care biologics. Usage involves of active biological agents such as plant and animal-derived biomolecules which exhibits antioxidant and antimicrobial properties. They used in the post surgeries and trauma cases as they provide moist healing environment aiding heat loss, protein, and prevent bacterial contamination. Demand for various products are also been manufactured to replace or augment various substrates in the wound healing cascade. Wound care biologic dressings are increasingly being used in post surgeries and severe trauma cases as they provide moist healing environment aiding heat loss, protein and electrolyte loss for faster healing, and prevent bacterial contamination. Key Growth Drivers and Opportunities Increasing incidence of traumatic: Growing incidences of traumatic, surgical, ulcers and burn wounds are the major driver factor of wound care biologics. In 2017, according to global diabetes community it was estimated that 422 million adults are living with diabetes globally, and this is expected to increase to 642 million by 2040. Challenges The higher cost tag associated with biologics and the tough regulatory hurdles for bringing new tissue-engineered products to market are holding back the growth of the wound care biologics sector. Smaller healthcare centers frequently find it tough to pay for or keep these cutting-edge treatments on hand, which limits patients' ability to get them. Innovation and Expansion Convatec Enters Biologics Market with Triad Life Sciences Acquisition In March 2022, Convatec Group Plc made a move by acquiring Triad Life Sciences Inc., a medical device company from the United States. Triad focused on creating products from biological sources to help heal surgical wounds, chronic wounds, and burns. For Convatec, purchasing Triad was a truly significant step. It allowed them to enter the market for biological wound care solutions, providing them with more tools to address medical needs that had previously gone unmet. MIMEDX Gains Japan Approval, Expands Global Footprint with Epifix In June 2021, MIMEDX (US) received approval from the Japanese Ministry of Health, Labour and Welfare for the commercialization of Epifix in Japan. MIMEDX, a US-based company, has received the green light from Japan's Ministry of Health, Labour and Welfare to bring Epifix to market in Japan. This news is a big deal and marks a major step forward for the company's plans to expand its reach around the world. Inventive Sparks, Expanding Markets Key players operating in the wound care biologics market includes Smith & Nephew Plc., Organogenesis, Inc., Integra Lifesciences Holdings Corporation, among others. Companies in the wound care biologics sector are focused on providing cutting-edge healing options that speed up recovery and enhance the quality of life for patients. About Author: Prophecy is a specialized market research, analytics, marketing and business strategy, and solutions company that offer strategic and tactical support to clients for making well-informed business decisions and to identify and achieve high value opportunities in the target business area. Also, we help our client to address business challenges and provide best possible solutions to overcome them and transform their business. TIME BUSINESS NEWS