'Banks Line Up $22 Billion Chip Loan Tied to Blackstone, Alphabet' - Bloomberg
https://www.bloomberg.com/news/articles/2026-09-16/banks-line-up-22-billion-chip-loan-tied-to-blackstone-alphabet
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Morgan Stanley advising Vista on early-stage strategic review of Finastra, sources sayProcess could include full sale, stake divestment, merger or acquisition, sources sayValuations range as high as $12 billion,
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https://www.bloomberg.com/news/articles/2026-09-16/banks-line-up-22-billion-chip-loan-tied-to-blackstone-alphabet
Fortress Investment co-CEO Jack Neumark is warning private credit lenders not to chase AI infrastructure deals out of fear of missing out.
The Federal Reserve raised interest rates for the first time since 2023 to combat inflation. Higher borrowing costs could disproportionately impact AI stocks, particularly those relying on debt funding for capital-intensive data center infrastructure. However, profitable AI companies with positive cash flows will be better positioned to weather rate increases, as they can self-fund expansion without relying on capital markets.
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