Analysis-Jitters over AI spending set to grow as US tech giants flood bond market ​


FILE PHOTO: A trader works on the floor at the New York Stock Exchange in New York City, U.S., October 16, 2025. REUTERS/Jeenah Moon/File Photo

NEW YORK (Reuters) -Investors are growing uneasy that the rapid rise in public debt used to bankroll AI investments could strain the U.S. corporate bond market and eventually dampen the appeal of tech stocks, despite leverage across most major companies remaining low for now.

Big tech firms are turning aggressively to the debt markets in their race to build AI-ready data centers, a shift for Silicon Valley firms that typically relied on cash to fund their investments.

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