Wall Street’s AI debt machine is starting to choke on supply
Yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors.
Technology
How bank compliance leaders are engaging with regulators
Risk and compliance executives shared how they're responding to rapid changes in bank regulation at American Banker's Most Powerful Women in Banking Conference.
SFA spearheads partnership to create digitized ABS doc platform
VeriCORE's development follows two bankruptcies in the auto lending and ABS sector, amid fraud allegations, that highlighted the need for strong collateral controls.
Home equity deal shows VantageScore viable for RMBS ratings
A fintech's transaction is the first to go through S&P Global's preliminary rating process with VantageScore 4.0 used to underwrite for 100% of the loans.
Capital markets fintech dv01 launches agentic platform
Companies can now run collateral analysis and cashflow projections in their own AI environments, using systems including Claude and ChatGPT.
GPU financing filters into ABS with Stonebriar, Wingspire deals
While much of the borrowing for the AI buildout has gone toward data-center construction, increasingly large debt packages are now being arranged to finance the chips.
Barr: ‘now is the time’ to prepare for AI-driven job losses
Federal Reserve Gov. Michael Barr said artificial intelligence has not yet had a material impact on the labor market, but governments and businesses should be prepared nonetheless.
Accelerate Infrastructure raises $450 million
The private placement deal was a huge leap in value from its inaugural securitization in October 2024, when it raised $150 million.
Truist sees ABS sales Climbing 15% this year as spreads narrow
New U.S. ABS sales have surpassed $300 billion for a third straight year, with issuance already 11% higher than it was at this point in 2025. Spreads are the narrowest in more than four years.
Amid protesters and a midterm, AI dominates Bessent hearing
Anxieties over AI drew attention from Democrats and Republicans during Treasury Secretary Scott Bessent's testimony at the House Financial Services Committee.
Treasury yields above 5.25% change everything
There has been a stark change in regime when 10-year yields go much above 5.25%. After that point, the risks to bond volatility and hence stock vol and credit spreads markedly increase.
Vantage launches $2 billion credit facility backing data centers
Meanwhile, Moody's cites the need for investment in power transmission infrastructure to keep pace with rising energy demands to new run data centers.
Atlas deal signals shift to live GSE disaster monitoring
Atlas VMS acquired CloseClear.ai to help lenders prevent post-appraisal GSE buybacks. The tech continuously matches active pipelines against live disaster maps to plug closing blind spots.
How banks are navigating the AI data center backlash
JPMorganChase, Goldman Sachs, Citi, Morgan Stanley, Wells Fargo and Bank of America are among the biggest backers of data centers. Community opposition isn't slowing them down, but it's making them rethink their approach to managing risks.
Newly redeveloped Elk Grove data center anchors $375 million CMBS deal
The securitization is backed by a 174,000-square-foot, 30-megawatt hyperscale data center in Elk Grove Village near Chicago.
SEC sues three ex-Tricolor executives over bond fraud
The agency says the subprime auto lender pledged the same car loans to several lenders and bond deals at once, leaving investors owed about $945 million.
Data center boom shifts rural property valuations
As tech facilities push into lower income and rural housing markets, lenders navigate local growth without major impacts on home sales price trends.
Who would you give your money to, hyperscalers or the U.S. government?
There are two monster debtors out there — the AI industry and the U.S. government. Is the credit market big enough for the both of them?
Canadian colocation centers expect to raise $1.5 billion
The deal's structure includes debt service coverage ratio (DSCR) triggers that will deposit excess cash is deposited in the cash trap reserve and loan-to-value tests.
Inside Bank of America’s $250 billion in data center funding
It's not just about AI and the bank is not walking away from its green goals, Karen Fang, the initiative's leader, told American Banker.
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