Dysfunction in High-Grade Bond Market Rose in July, NY Fed Says — Investment-grade credit spreads have widened in recent weeks as investor concerns mount over the supply of new investment-grade bonds needed to finance artificial intelligence infrastructure buildout. According to the Ne (Bloomberg Business, 2026-07-29)
Lessons From History About Today's AI Bubble — A financial newsletter draws a historical parallel between the current artificial intelligence investment boom and the railway bust of 1873. The author references Liaquat Ahamed's book on the 1873 crisis to frame discuss (Bloomberg Business, 2026-07-28)
More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom — AI-related corporate bonds sold off sharply in July, with spreads widening as heavy debt issuance from technology hyperscalers pressures the broader fixed-income market. Alphabet announced plans to increase full-year art (Morningstar, 2026-07-27)
Carlyle's Bansal Says Bonds Shed Role as Stocks' Shock Absorber — Carlyle Group Inc.'s asset-backed finance chief stated that traditional fixed income is losing its effectiveness as a portfolio shock absorber due to rising correlation with equities. The executive noted that the diversi (Bloomberg Business, 2026-07-27)
Bond market flashing a warning signal for stocks — High-yield corporate bonds are signaling stress for equities, with the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) down nearly 1% this month and on track for its third consecutive monthly decline. The S&P 500 has (CNBC, 2026-07-27)
Big Tech Debt Flood Is Taking Over Risk In Market: Credit Weekly — Major technology firms are fueling a significant surge in corporate bond issuance to finance artificial intelligence investments, generating substantial ripple effects throughout the US corporate bond market. Debt from t (Bloomberg Business, 2026-07-25)
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending — Alphabet raised its 2026 capital expenditure forecast by $15 billion at the midpoint to a range of $190 billion to $205 billion, pushing second-quarter free cash flow into negative territory for the first time in company (CNBC, 2026-07-24)