AI has become the story driving markets, corporate strategy, and political attention, and the money chasing it is starting to look dangerously detached from reality. If that enthusiasm curdles into a ...

A rare 100-year bond issued by the owner of Google will compound fears that tech firms’ historic debt-fuelled capital expenditure is evidence of an AI bubble. But, this is a shot in the arm for the UK ...

Bond traders are showing signs of indigestion over the tens of billions of dollars they lent this fall to large tech companies, or hyperscalers, to pay for new artificial intelligence infrastructure.

Oracle's CDS pricing spiked in November. While bond markets can get jittery from time to time, they have remained at elevated levels. Currently, they're at almost four times the levels they were in ...

There is no reason to be rattled by the surge in bond issuance from hyperscalers, according to Bob Michele, chief investment officer and head of global fixed income at JPMorgan Asset Management. While ...

An AI bubble is now seen as the top investor risk for the first time ever, according to a new survey from Bank of America Global Research. Investors of high-grade credit now expect $285 billion in ...

Oracle's credit default swap pricing signals bond market skepticism. Oracle and Microsoft face a higher risk due to OpenAI exposure, while Alphabet appears less affected. Market discernment may curb ...