Morgan Stanley projects that global AI-related debt issuance will exceed $500 billion by 2026, reaching nearly $570 billion. This surge is attributed to hyperscalers like Alphabet, Amazon, Microsoft, and Meta increasingly relying on debt financing to cover massive AI-driven capital expenditure, which is expected to surpass $1 trillion in 2027. The brokerage notes a broadening investor base through non-USD issuance and a shift towards shorter-term deals for chip companies.

Deutsche Bank AG increased its stake in Lockheed Martin Corporation by 7.4% in the fourth quarter, bringing its total holdings to 1,440,840 shares valued at approximately $696.9 million. Despite mixed Wall Street sentiment, Lockheed Martin reported mixed quarterly results but highlighted significant contract wins and defense program progress, including a $3.45 quarterly dividend. The stock currently holds a "Hold" consensus rating with a target price of $620.68.

Deutsche Bank AG reduced its stake in SLB Limited by 1.6% in the fourth quarter, selling 435,466 shares and retaining ownership of over 26 million shares valued at over $1 billion. This comes as several other institutional investors adjusted their holdings in SLB. The article also details recent analyst ratings, insider selling activities by executives, and SLB's financial performance including its latest quarterly earnings and dividend declaration.

Deutsche Bank AG significantly reduced its stake in Texas Instruments by selling 353,734 shares, retaining 3.44 million shares valued at $596.7 million. Despite insider selling, Wall Street analysts maintain a mixed but generally positive outlook for Texas Instruments, with an average "Hold" rating and a target price of $267.11. The semiconductor company reported strong earnings, beating EPS expectations and maintaining a solid dividend payout, while also introducing new products for the EV and energy-storage markets.

Deutsche Bank AG significantly increased its stake in AT&T Inc. by 15.6% during the fourth quarter, now owning 31.46 million shares worth $781.48 million. This move comes as several other institutional investors also adjusted their positions in the technology company. AT&T faces mixed sentiment from analysts, with some reaffirming "outperform" ratings and others downgrading due to concerns about long-term broadband growth and fiber expansion.

Erste Asset Management GmbH significantly reduced its stake in Emerson Electric Co. (NYSE:EMR) by 69.7% in the fourth quarter, selling 67,746 shares and leaving them with 29,503 shares valued at approximately $4.0 million. Despite mixed Wall Street sentiment, with an average "Hold" rating and an average price target of $163.24, Emerson Electric recently reported strong Q2 earnings, beating expectations, and maintained its full-year guidance while declaring a quarterly dividend.

Deutsche Bank AG reduced its stake in Autodesk, Inc. by 0.7% in the fourth quarter of the prior year, selling 13,180 shares and holding 1,878,448 shares valued at $556 million. Despite strong quarterly results from Autodesk, several analysts lowered their price targets, though the stock maintains an average "Moderate Buy" rating. Insider buying was also noted, with Director Stacy J. Smith purchasing 3,435 shares.

ServiceNow has reported a "security incident" that granted unauthorized access to customer data through a misconfigured endpoint vulnerability, leading to successful queries of customer instance tables. The company has applied a security update and notified affected customers. Users on Reddit claim ServiceNow was aware of the vulnerability since April 7th but delayed the fix.

Deutsche Bank AG significantly increased its holdings in Palo Alto Networks by 9.8% in Q4, acquiring an additional 318,577 shares, bringing its total stake to over $655 million. This comes as Palo Alto Networks reported strong quarterly earnings, beating expectations with an EPS of $0.85 and revenue of $3.0 billion, and raised its FY 2026 guidance. While analyst sentiment remains largely positive with a "Moderate Buy" consensus, some concerns about rising costs impacting margins have been noted.

Deutsche Bank AG increased its stake in Verizon Communications Inc. (NYSE:VZ) by 1.3% in the fourth quarter, bringing its total holdings to 18,423,287 shares valued at $750.38 million. Other hedge funds also adjusted their positions in the company, with institutional investors and hedge funds owning 62.06% of the stock. Analysts currently rate Verizon with a "Moderate Buy" and a consensus price target of $50.59.