Corporate bond investors are becoming more selective toward debt issued by AI-linked companies as the sector's financing needs for data centres, chips and…
Corporate bond investors are becoming more selective toward debt issued by AI-linked companies as the sector's financing needs for data centres, chips and infrastructure accelerate, Reuters reported. AI-related corporate bonds were TradingTaking positions over a shorter horizon to capture price movement. The work is managing risk and decisions, not simply being right.Read More at spreads of roughly 115 basis points compared with about 78 basis points for the broader MarketA place—physical or digital—where buyers and sellers meet and agree on a price. Lix’s simple rule: no buyers and sellers, no market.Read More. Hyperscaler debt issuance is projected to reach about $420 billion next year, roughly 60% above 2026 levels. The widening SpreadThe gap between the bid and ask. It is one visible cost of entering a trade, not free space for the market to cross.Read More GapA gap is an area on a price chart where the next period begins at a price that is separated from the previous period's trading range, leaving little or no trading activity...Read More suggests credit investors are demanding more compensation as AI capital expenditure increasingly moves from cash balances toward debt markets.
