DoubleLine Sees Compelling Case to Buy Asset-Backed Securities Tied to Data Centers

Published on October 31, 2024

It’s a good time to buy asset-backed securities tied to data centers, according to a October research note from DoubleLine Capital LP, as demand for digital infrastructure is booming and supply is constrained by energy requirements.

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Meta Warns of Worsening AI Losses After Sales Narrowly Beat

October 31, 2024
Meta Platforms Inc. CEO Mark Zuckerberg will ramp up heavy investments in AI and other futuristic technologies, continuing a years-long tug-of-war between the company’s long-term bets and the core advertising business that provides the vast majority of Meta’s revenue.

Apple’s AI and Vision Pro Products Don’t Meet Its Standards

October 31, 2024
Today, Apple is having to become a different type of company. Its two most important products are being developed very much in the full view of the public, and I would say before they have met the previous Apple standard. “It just works” is now “we’re working on it.”