The Kobeissi Letter: BREAKING: Technology firms now account for a record 8.3% of the US high-yield corporate...

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BREAKING: Technology firms now account for a record 8.3% of the US high-yield corporate bond market.

This percentage has risen +2 points since 2022, reflecting a surge in tech sector debt issuance.

Furthermore, tech accounts for a record 10.3% of the US investment-grade corporate bond market.

The technology sector also now accounts for 18% of total corporate debt issuance so far in 2026, the largest proportion on record.

This comes as Amazon, $AMZN, Meta, $META, Alphabet, $GOOGL, and Oracle, $ORCL, have issued a combined $159 billion in bonds year-to-date to fund AI infrastructure.

Big Tech is taking on record levels of debt for AI.
(@TheKobeissiLetter)

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