Caroline Hyde

on Friday and continuing into Monday.

But let's look at some of the other areas of focus when it comes to individual stocks on the moon, because underneath the hood, NVIDIA has been one of the ways down in terms of points.

We're going to dig into why NVIDIA is perhaps reassessing how much it's going to be committing to OpenAI's infrastructure build-out, how it commits to that as well.

But we also see how Oracle is up 2.5%, having brought a little bit more transparency as to what they need to raise for its own AI infrastructure, largely for OpenAI.

Bonds, stock, the sales are upon us already.

Bloomberg's Brodie Ford joins us, who was working hard all weekend because it was on a Sunday that we learned that here's a company that's looking to raise, what, up to 50 billion in a mixture of equity and debt?

And it's interesting, maybe they've been learned from past haste with a previous bond sale at the end of last year where bondholders are now suing because they felt that they didn't get enough clear transparency that this was a company that would be tapping the debt market a lot.

When we're looking at what we're getting today, though, there's three-year floating rate notes, there's three-year fixed, five-year fixed, seven-year fixed, what's the long seven-year, 10-year, 30-year, 40-year.

How much are they having to pay for the debt side of the equation, which they actually say is the only time they're going to be tapping the bond markets this year?

And actually, that was really what we heard from the analyst space coming out here saying this should be a positive sign that they are really committed to avoiding junk.

We'll see how the up to $25 billion bond sale goes today and indeed some of those convertible notes as well.

Brodie Ford all over the Oracle story.

And let's stay with the AI-related debt story now because the cost of data center build-out, it is expected to top $3 trillion.

And Oracle isn't the only tech company borrowing to finance their plans.

Bloomberg's senior private credit reporter, Paula Seligson, joins us now.

You've been looking across the board at...

at the panacea, all ways in which companies are trying to finance an extraordinary amount of build out right now, how much are they leaning on public bond markets or indeed the rest of the debt system?

And we think about – Corweave is very much thinking about financing of the chips to begin with.

We saw that deal between Blue Owl and Meta was a real pinup in the private part of their business.

Yes.