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112 stories · latest 07 Oct 2026 · clear filter
The finance angle is the contracted revenue: about $36 billion over the initial terms of the leases, paid by the AI cloud companies and hyperscalers that rent the capacity. That backlog is many times current revenue…
The filing puts numbers on what AI and cloud demand is worth to a landlord of computing space: half-year revenue already above the whole of 2025, funded by $4.3 billion of long-term borrowings. No price range or share…
The finance angle is the cost of permission to build. $1 billion over five years is small beside the capital Amazon spends on AI infrastructure, but the $68 billion of blocked projects shows where the constraint now…
Long-term Treasury yields reached a 24-year high on Thursday and mortgage rates are above 7%, so the timing of the next hike bears directly on housing demand, homebuilders and property owners who must refinance. Banks…
Higher policy rates raise borrowing costs for households and companies, lift banks' deposit costs while repricing floating-rate loans, and pressure valuations of rate-sensitive groups such as homebuilders, REITs and…
Lennar is one of the two largest US homebuilders and reports a month ahead of most peers, so its orders and margins are an early reading for the group. The figures show the cost of keeping sales moving at these…
Home resales drive commission income for listed brokerages and portal operators, loan volume for mortgage lenders and title insurers, and follow-on spending at home-improvement, furniture and appliance retailers. Fewer…
The deal joins two mid-sized landlords of moderately priced apartments, with 58% of combined operating income from the Sunbelt, 27% from the Midwest and 15% from the Mountain West. For listed apartment owners it is…
Signalling a possible hike ahead of the November midterms put rate-sensitive sectors in focus, from banks' funding costs to homebuilders, mortgage lenders and long-duration technology stocks. Warsh also argued AI could…
A price below book value is a marker of where smaller US homebuilders were being valued while mortgage rates stayed high. The deal continues consolidation in the sector, where scale lowers land, labour and materials…
The amount of longer-dated debt the government sells feeds into Treasury yields, and those yields are the base for mortgage rates, corporate bond pricing and bank funding. Unchanged coupon sizes mean extra borrowing is…
Three dissents in favour of a hike signalled that the debate inside the Fed had moved from cuts to increases. That pushes up short-term funding costs and Treasury yields, which matters for banks' deposit costs…
A chair who wants less forward guidance adds uncertainty to the rate path at a time of energy-driven inflation, and that feeds into Treasury yields and the cost of capital for banks, mortgage lenders, homebuilders and…
The split showed policymakers torn between a soft labour market and energy-driven inflation, with three voters already resisting any signal of easing. Banks' lending margins, mortgage-sensitive homebuilders and real…