ANALYSIS-JITTERS OVER AI SPENDING SET TO GROW AS US TECH GIANTS FLOOD BOND MARKET
https://media.zenfs.com/en/reuters-finance.com/4ccd7b44994cd09339231cdaf15e147b
✍️ Investors are concerned that the rapid rise in public debt used to fund AI investments by big tech firms could strain the US corporate bond market and impact tech stocks.
👉 Public debt issuance by hyperscalers has hit nearly $90 billion since September 👉 Hyperscalers are turning aggressively to the debt markets to fund AI investments 👉 Investors are concerned about the impact on the US corporate bond market 👉 Analysts believe that the market is recognizing the need for capital to fund AI investments 👉 The surge in debt supply could eventually dampen the appeal of tech stocks
-- #DavideBarbuscia #BrijKhurana #LarryHatheway #GarrettMelson #NewYork #technology
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