The Marked Chart Wire · Markets
HotAI Spending
Tech credit risk premiums reach record levels on AI debt
Protection costs for Intel, Amazon, and Broadcom hit all-time highs as 2026 AI infrastructure borrowing approached $500 billion. Barclays notes AI borrowers now hold 14 percent of US corporate single-name CDS volume, a sharp rise from 4 percent last year.
Part of a series: AI spending concerns hit tech stocks and credit markets
