Investors seek protection from risk of AI debt bust
Trading in insurance-like products that protect against tech company defaults is booming
Trading in insurance-like products that protect against tech company defaults is booming

How much AI is the market willing to finance?

Corporate leaders are betting that automation will produce outsized returns

Investors attracted by high yields as companies look to shift debt off their balance sheets

Jumbo debt sales to fund huge artificial intelligence capex threaten to store up new risks for investors

The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending

Earnings reports of major players show how artificial intelligence services are boosting revenues