EskiSignal
Corporate Events
The AI Buildout Went to the Bond Market: $225 Billion and a 100-Year Bond
September 17, 2026
Between 2020 and 2024, the five largest hyperscalers issued roughly $35 billion of bonds a year between them. These are...
Earnings Reports
Useful Life: The Depreciation Argument Sitting Under the AI Capex Debate
August 23, 2026
An accounting assumption buried in the notes to the financial statements determines a meaningful share of reported profit at the...
Why Stocks Move
Circular Financing in AI: When the Customer Is Also the Investor
August 19, 2026
A chipmaker invests in a model developer. The model developer signs a compute contract with a cloud provider. The cloud...
