The AI Bond Tsunami: Hyperscalers Rewrite The Credit Playbook

2026-02-11 07:15:00 ET

Déjà Vu Moment

Several weeks ago, traders of credits experienced a déjà vu moment. The same smiling faces of the seven (Mag7) CEOs that have spent tens of billions of dollars purchasing their companies' stock over the years... were now standing at the ready to go before the global bond markets to raise additional capital through debt, just as they did during previous economic cycles, which saw debt as the preferred funding vehicle to finance an expansion phase....

Read the full article on Seeking Alpha

For further details see: