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0 0.000951474785918119 0.000951474785918119 0.00113986679352995 0.000951474785918119 0.00152235965746904 0.00171265461465264 0.00285442435775449
Stock impact report

AI hyperscalers will drive higher US corporate bond supply in 2026, analysts say [Yahoo! Finance]

Bank of America Corporation (BAC) 
Last bank of america corporation earnings: 4/15 06:45 am Check Earnings Report
US:NYSE Investor Relations: investor.bankofamerica.com
Company Research Source: Yahoo! Finance
While pent-up M&A activity ?and a need by companies to refinance existing debt will likely contribute to higher overall corporate ?bond issuance this year, the biggest factor will be AI-related funding needs, according to a Thursday report from Barclays. Overall U.S. corporate bond ?issuance is expected to reach $2.46 trillion in 2026, up 11.8% from $2.2 trillion in 2025, according to Barclays analysts. They forecast $945 billion in net issuance this year, up 30.2% from $726 billion last year. "The increase in net supply is largely a non-financial story, and the biggest upside risk is AI hyperscaler capex, which could require more jumbo public deals ?than typical," the Barclays analysts wrote. AI companies ?have rapidly increased their spending, as well as their borrowing, as they race to expand their data center presence and processor needs. The five major AI hyperscalers - Amazon, Alphabet's ?Google, Meta, Microsoft and Oracle - issued $121 billion in U.S. corporate bonds l Show less Read more
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