Hirtle Callaghan publishes 2Q 2026 Investment Perspective excerpt

Reuters2026/07/30 12:04

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Hirtle Callaghan published its Second Quarter 2026 “Investment Perspective,” titled “The Kindness of Strangers.”
The piece flags U.S. hyperscalers nearing zero free cash flow, rising depreciation pressure, and increased reliance on debt and equity markets.
It cites about $200 billion of hyperscaler public debt issuance year to date, versus $489 billion of total AI-related debt raised.
It highlights a Meta-backed SPV for a 1-gigawatt Louisiana data center with a $30 billion budget, including $500 million equity and about $27 billion private debt.
It cites Nikkei estimates of about $1.65 trillion in combined off-balance-sheet obligations across five hyperscalers, alongside momentum-crash risk.
Document link: https://hirtle.com/wp-content/uploads/2026/07/excerpt_Investment-Perspective_2Q-2026.pdf

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Hirtle Callaghan & Co. LLC published the original content used to generate this news brief on July 29, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Hirtle Callaghan publishes 2Q 2026 Investment Perspective excerpt

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