Caleb Mutua

Gauges of credit risk for some of the biggest technology companies hit fresh highs on Tuesday, as investors brace for an onslaught of post-earnings bond sales they fear may overwhelm already overloaded debt markets.

SpaceX bonds weakened Wednesday after the company posted results that surpassed analysts’ estimates but also said it was investing aggressively, signaling more borrowing could be ahead.

A gauge of Meta Platforms Inc.’s credit risk surged to a fresh record Thursday and its bonds sank, as plans to ramp up capital spending reignited fears that tech giants will issue more debt for AI buildout in an already saturated market.

A gauge of Meta Platforms Inc.'s credit risk surged to a fresh record Thursday and its bonds weakened, as plans to ramp up capital spending reignited

Bond traders are right to be worried about artificial intelligence, it’s coming for their job — but only some of it, and not all at once.

AI agents will trade up to 65% of US investment grade, Barclays says

A new anxiety is gripping Wall Street as it bankrolls the vast network of data centers and chips behind the artificial intelligence boom: Early signs suggest that the credit market is approaching the limits of how much more debt it can absorb.

(Bloomberg) -- A new anxiety is gripping Wall Street as it bankrolls the vast network of data centers and chips behind the artificial intelligence

Yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors.

Financiar la carrera por la inteligencia artificial se está volviendo más difícil. Suben los rendimientos, los bancos rozan sus límites de exposición y los inversionistas exigen más para asumir el riesgo.