The full replay of our webinar ‘AI capex in US high yield’ is now available. Scroll down to access the recording.
If you missed Part 1 — Relative value in a tight-spread world, you can watch the replay here.
In this second part of our four-part webinar series, 9fin senior credit analyst Alec Keblish was joined by credit analysts Dan Stone and Reed Halpert to discuss the recent slate of bond deals funding AI expansion, focusing on data center providers like TeraWulf, Applied Digital, and Cipher.
The discussion covered the credit profiles of issuers tapping the market, how these deal structures differ from typical high yield bonds, and where aggressive assumptions or funding gaps could create downside risk for bondholders.
If you aren’t signed up to this webinar series, you can do so here. See you in part three — ‘European chemicals’.
Watch the full session below.
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