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When Credit Stops Believing
Credit spreads are widening, debt issuance is exploding, free cash flow keeps getting pushed further into the future, and Wall Street still wants more, more, more capex.
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zerohedge.com
"Carnage" In The Hyperscaler Bond Market: Did Goldman Just Pop The AI Debt Bubble
"It is hard to remember a larger disparity between price and sentiment within IG credit.... the messaging from credit investors is increasingly clear that it will be very…
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hindustantimes.com
The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
Tech giants are borrowing even more than expected, weighing on bond prices. | World News
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When Credit Stops Believing
Credit spreads are widening, debt issuance is exploding, free cash flow keeps getting pushed further into the future, and Wall Street still wants more, more, more capex.
- ·
cryptobriefing.com
Investors wary of AI debt surge as borrowing hits $570B projection for 2026
Investors are cautious about AI debt as borrowing is projected to hit $570B by 2026. Anthropic's valuation above $1.25T by December at 89.5% YES.