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On the wire

Markets Edge

Issued Saturday, July 11, 2026 · 15:00 UTC Edition 8/day editions · 6 papers From the chopped neck Latest Issue Archive Corporate Accounts
7
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Ranked by the pour ISABELLA'S ISLAY HENRI IV MACALLAN 1926 LOUIS XIII PAPPY 23 JOHNNIE BLUE WELL POUR
Also crossing the wire
ISABELLA'S ISLAYAmazon raised $25B in bonds as AI infrastructure spending acceleratesHENRI IVBroadcom extended Apple chip supply agreement through 2031MACALLAN 1926TeraWulf locked $19B in AI compute revenue over 20 yearsLOUIS XIIIParamount extends Warner tender offer deadline in proxy escalationPAPPY 23Lowe's raised dividend despite housing market headwindsJOHNNIE BLUEFamily offices double down on private credit amid PE slowdownWELL POURISS backs Genesco against activist proxy challengerISABELLA'S ISLAYAmazon raised $25B in bonds as AI infrastructure spending acceleratesHENRI IVBroadcom extended Apple chip supply agreement through 2031MACALLAN 1926TeraWulf locked $19B in AI compute revenue over 20 yearsLOUIS XIIIParamount extends Warner tender offer deadline in proxy escalationPAPPY 23Lowe's raised dividend despite housing market headwindsJOHNNIE BLUEFamily offices double down on private credit amid PE slowdownWELL POURISS backs Genesco against activist proxy challenger
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ISABELLA'S ISLAY Capital Markets Jul 11, 11:02 AM EDT
Amazon
TechRepublic ↗

Amazon raised $25B in bonds as AI infrastructure spending accelerates

Amazon raised $25 billion through a bond sale as AI infrastructure spending accelerates, highlighting the growing cost of competing in the AI race.

ReadingThe AI race is capital-efficient only for the four firms that can raise at this scale. Everyone else is renting.
WatchThe next firm to announce a capital raise of this size will reveal their timeline for AI infrastructure readiness.
Read full analysis → Original ↗
capital marketsai infrastructureamazonspending
HENRI IV M&A Intelligence Jul 11, 11:02 AM EDT
Broadcom
MSN ↗

Broadcom extended Apple chip supply agreement through 2031

Broadcom extended its chip supply agreement with Apple through 2031, a multibillion-dollar deal that secures the chip giant's largest customer relationship.

ReadingChip suppliers betting on longevity are no longer racing on speed—they are racing on margin lock. The tier-one customer list is already written.
WatchWhich other Tier 1 chip customer announces a multiyear renewal in the next 60 days.
Read full analysis → Original ↗
broadcomapplechip supplylong-term contract
MACALLAN 1926 Venture Intelligence Jul 11, 11:02 AM EDT
TeraWulf
MSN ↗

TeraWulf locked $19B in AI compute revenue over 20 years

TeraWulf stock jumped following a 20-year lease agreement that gives the company a long-term AI customer as investors evaluate the company's data-center pivot.

ReadingCompanies still building data centers on speculative demand have 60 days to show a signed contract or watch their valuation reset.
WatchWhich other infrastructure operator announces a multiyear AI customer contract next.
Read full analysis → Original ↗
terawulfanthropicai infrastructuredata center
LOUIS XIII M&A Intelligence Jul 11, 11:02 AM EDT
Paramount
MSN ↗

Paramount extends Warner tender offer deadline in proxy escalation

Paramount disclosed in a regulatory filing that it extended its tender offer deadline to shareholders in its effort to build support for a takeover of Warner Bros. Discovery.

ReadingWhen a buyer extends the deadline twice, the market has spoken. The third extension will be the last.
WatchThe next Paramount filing will show either reduced share commitments or a revised offer price.
Read full analysis → Original ↗
paramountwarnerproxy fightm&a
PAPPY 23 Capital Markets Jul 11, 11:02 AM EDT
Lowe's
MSN ↗

Lowe's raised dividend despite housing market headwinds

Lowe's raised its quarterly dividend to $1.25 despite the toughest housing market since the financial crisis, supported by 2.9x FCF coverage.

ReadingWhen a cyclical retailer raises dividend into weakness, they are signaling confidence in structural margin improvement, not temporary strength.
WatchCompetitor dividend guidance in the next quarterly call.
Read full analysis → Original ↗
lowesdividendcapital returnretail
JOHNNIE BLUE Venture Intelligence Jul 11, 11:02 AM EDT
Family Offices (Sector)
CNBC ↗

Family offices double down on private credit amid PE slowdown

Private investment firms of wealthy families are investing more in alternatives, according to a new BlackRock survey, as investor frustrations with private equity grow.

ReadingPE's 10-year hurdle-rate credibility has cracked. Private credit is now the first call for dry powder.
WatchThe next family office survey will measure whether this rotation is slowing or accelerating.
Read full analysis → Original ↗
family officesprivate creditalternativescapital allocation
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