Wall Street Breakfast Bitcoin slides below $90K
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Nov 18, 2025 Bitcoin's recent dip below $90K raises eyebrows as market sentiment wavers. Amazon secures $15 billion in its latest bond sale, fueling discussions about corporate debt in the AI space. Google's innovative travel search tool impacts leading online travel stocks negatively. Also covered are Nio's production news, Baidu's revenue struggles, and an update on China's soybean purchases. Exciting market event previews and insights into commodity movements keep investors on their toes.
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Bitcoin Loses 2025 Gains
- Bitcoin fell below $90,000 for the first time since April, wiping out 2025 gains and sitting ~30% below its October peak.
- Weakened risk sentiment from rate-cut doubts and stretched valuations left Bitcoin exposed to further losses.
Amazon Taps Debt To Fund AI Push
- Amazon raised $15 billion in its first U.S. dollar bond sale since 2022 to fund AI and other uses including buybacks and capex.
- The offering drew about $80 billion in demand at peak, reflecting intense corporate borrowing for AI investments.
Watch Corporate Bond Issuance For AI Funding
- Expect more tech firms to borrow heavily to finance AI infrastructure and projects this year and next.
- Monitor corporate bond issuance trends as they could hit record highs driven by AI investment needs.