BofA Survey: AI Bubble Just Became the Biggest Worry for Credit Investors

2026-03-02 14:23:00 ET

Right now, one of the biggest debates in the stock market is this: Are artificial intelligence (AI) stocks overvalued? A new survey of institutional credit investors from Bank of America sheds some light on this debate.

According to Bloomberg reporting from Tuesday, Feb. 24, research from BofA strategists found that 23% of investment-grade credit investors say "the threat of an AI bubble" is their biggest concern. That's up from 9% in December 2025.

Let's look at why this credit investor survey could be bad news for AI stocks.

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