{"id":20646,"date":"2026-05-11T20:30:18","date_gmt":"2026-05-11T20:30:18","guid":{"rendered":"https:\/\/www.europesays.com\/japan\/20646\/"},"modified":"2026-05-11T20:30:18","modified_gmt":"2026-05-11T20:30:18","slug":"alphabet-is-preparing-a-japanese-yen-bond-offering","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/japan\/20646\/","title":{"rendered":"Alphabet is preparing a Japanese yen bond offering"},"content":{"rendered":"

AI trade keeps roaring with investors \u201clooking for more ways to play offense\u201d<\/a><\/p>\n

Investors are riding the hot hands.<\/p>\n

At the index level, Monday\u2019s gain might be nothing to write home about, but it\u2019s shaping up to be a session to remember for the volatile stocks that seemingly don\u2019t stop going up.<\/p>\n

Goldman Sachs\u2019 high-beta momentum long index is enjoying one of its best days versus the SPDR S&P 500 ETF<\/a> of the year, as of 11:29 a.m. ET.<\/p>\n

AI infrastructure and other stocks that support the data center build-out are in full boom mode to kick off the week.<\/p>\n

These include:<\/p>\n

No Sandisk so far, but back-from-the-dead Qualcomm<\/a> is also continuing its recent revival as its CEO joins the group of executives traveling to China with US President Donald Trump.<\/p>\n

(IREN<\/a> is left out, presumably because of its convertible note offering!)<\/p>\n

Brian Garrett of Goldman Sachs describes the price reaction simply: winners are pressing their bets, and losers are being forced to do what the winners have been doing.<\/p>\n

\u201cFundamental long short managers just had their second best weekly alpha in more than 5 years and are now +10.8% on the year… there is solid PnL in the book and investors are looking for more ways to play offense… grabbing for upside seems to be the first move,\u201d he wrote in a note to clients this weekend. \u201c\u2018Capitulatory stop ins\u2019 was used on the desk this week for asset manager activity… most specifically forced length in AI infrastructure, while using anything non-AI as a source of funds.\u201d <\/p>\n","protected":false},"excerpt":{"rendered":"AI trade keeps roaring with investors \u201clooking for more ways to play offense\u201d Investors are riding the hot…\n","protected":false},"author":2,"featured_media":20647,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[8,17],"class_list":{"0":"post-20646","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-japan","8":"tag-japan","9":"tag-japanese"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/posts\/20646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/comments?post=20646"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/posts\/20646\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/media\/20647"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/media?parent=20646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/categories?post=20646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/tags?post=20646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}