Big Tech’s AI Debt Wave Is Threatening to Swamp Credit Markets

Market Intelligence Analysis

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Why This Matters

Big Tech companies are expected to take on significant debt to fund AI expansion, potentially widening credit market spreads and causing bond buyers to worry about a bubble in the sector.

Market Impact

Market impact analysis based on bearish sentiment with 65% confidence.

Sentiment
Bearish
AI Confidence
65%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

With tech firms expected to turn to debt for as much as $1.5 trillion by 2028 to fund expansion in artificial intelligence and data centers, that could widen spreads across the whole market, Morgan Stanley argues. Bond buyers are starting to worry about being compensated for the risks of a bubble in the sector, given recent turmoil in tech stocks.

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Original article published by Unknown on November 24, 2025.
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