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Home Market Outlook Today's Market Summary Goldman Sachs reports more than $500 billion of AI-related debt issuance so far in 2026, with hyperscalers accounting for about 40%. Big Tech can generally service more debt, but rising AI capex makes cash flow, borrowing, and returns on investment more important to monitor. If AI projects disappoint, credit spreads could widen most for less financially resilient issuers.
Heavy bond supply might also pressure yields more broadly, though that remains a hypothesis. I remain constructive on diversified investment-grade bonds, favoring strong balance sheets and businesses with limited dependence on the AI boom. Getty Images Not long ago, I published an article in which I expressed my bullish stance towards a diversified basket of investment-grade corporate bonds, iShares iBoxx $ Inv Grade Corporate Bond ETF ( LQD ), in the face of 21.49K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, AAPL, SPY either through stock ownership, options, or other derivatives.
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