Zan Digital › Companies
Morgan Stanley
Every piece of Zan Digital analysis that covers Morgan Stanley — 3 pieces, each figure traced to a named source.
- 001AI Debt Issuance: The Credit Story Behind the BuildAI-related debt issuance is on track for roughly $570B in 2026. Hyperscaler bond issuance quadrupled. How the build is being funded, and why it changed.~$570B
- 002Alphabet's $80B Equity Raise: Why Cash Ran ShortAlphabet raised $80 billion in equity in June 2026. Its filings show free cash flow fell 82% in six months and buybacks stopped at $0. What that signals.82%
- 003The $662B Data Centre Leases Off Big Tech Balance SheetsMoody's found $969B in hyperscaler lease commitments, $662B of it not yet on any balance sheet. What the rule is, why it matters, and when it arrives.$969B