BREAKING
Investors Dump Long-Dated AI Bonds
0
B
2025 issuance
0
B
2026, 5 months
0
B
2026 forecast
From $4bn to Record Volumes
2020
4
2025
121
2026 5mo
159
Fresh Deals vs Sagging Bonds
Hot Demand
IG-rated
●
Meta sold $30bn in Oct 2025
●
Amazon orders topped $80bn
Under Pressure
Long-dated
●
Oracle 30-yr fell about 8%
●
Traded mid-60-cent range
Why Investors Turn Selective
1
Record supply
↓
2
Widening spreads
↓
3
Avoid long bonds
↓
4
More CDS hedging
AI Debt Now in the Spotlight
AI NEWS BLITZ
Investors are pulling back from long-dated AI bonds as Big Tech borrowing surges.