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Bond market anxiety is growing over AI capex budgets
Google, Amazon, and Meta are experiencing wider credit spreads as fixed-income investors seek higher rewards for lending to these companies. The bond market is showing anxiety over AI capital expenditure budgets.
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Adjacent reporting
- The AI boom is increasingly built on debt, but investor demand is plunging just as hyperscalers ramp up their bond blitz
- Concerns grow over AI giants' hidden debts
- Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others
- AI CapEx Rush Seen as Continuing as Market Stresses Bubble Up
- Amazon returns to the bond market