AI boom could end the de-equitisation ‘put’

Financial Times Published Updated Global Markets & Finance
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Affected assets and topics

$DE $SPY $QQQ

Why it matters

The current US bull market has seen a lack of equity issuance, but the AI boom may change this trend, potentially ending the de-equitisation 'put'. This could have significant implications for the market, particularly if companies begin to issue more equity. The article suggests that this shift could be driven by the growing demand for AI-related investments.

  • AI boom driving demand for equity issuance
  • Potential end to de-equitisation 'put'

Expected market reaction

Bearish Confidence 70% How confidence is read Horizon: Medium term Impact: Moderate

The potential increase in equity issuance could lead to a decrease in stock prices as more shares are introduced into the market, potentially ending the de-equitisation 'put' that has supported the bull market. This could have a negative impact on stocks, particularly those that have seen significant price increases during the bull market.

Risks

  • Over issuance of equity leading to market saturation
  • Decrease in stock prices due to increased supply

Evidence trail

Evidence
Source Financial Times
Claim AI boom could end the de-equitisation ‘put’
Affected assets DE, SPY, QQQ
AI inference Bearish · 70%
Generated 2026-05-16 04:00

AI provenance

Analysed by Llama 3.3 70B Versatile (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.3-70b-versatile
Analysis version
groq-llama-3.3-70b-versatile
Article id
84189
Timeframe
24h

Prediction lifecycle

  • Llama 3.3 70B Versatile (Groq) DE Bearish 70% 24h
    Generated 6h 24h Excluded

    Excluded: no stored price within tolerance of this prediction's maturity, checked by rescore_expired_predictions

  • Llama 3.3 70B Versatile (Groq) SPY Bearish 70% 24h
    Generated 6h 24h Excluded

    Excluded: no stored price within tolerance of this prediction's maturity, checked by rescore_expired_predictions

  • Llama 3.3 70B Versatile (Groq) QQQ Bearish 70% 24h
    Generated 6h 24h Excluded

    Excluded: no stored price within tolerance of this prediction's maturity, checked by rescore_expired_predictions

Logged at publication, scored automatically once the window closes — never edited.

Original source

This US bull market has not been accompanied by the usual deluge of equity issuance. Until now

Read the full article on Financial Times

Original article published by Financial Times on May 16, 2026. Analysis and insights provided by AnalystMarkets AI.

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Llama 3.3 70B Versatile (Groq) · 33.9% correct across 809 scored calls on equities See the full record