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Sunday, October 4, 2026The Morning Brief →Sign in
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GIC

In PWD coverage since August 19, 2026 · 9 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 20, 26Deal announcedKenedix — coverage
PWD coverage
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The bond market's 72-basis-point data-center warning

Debt has begun pricing construction and concentration risk in data centers; equity has not, and the next issuance wave will force the two to converge.
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