The Kobeissi LetterNewsroom
AI-linked corporate bond issuance hits $419B in 2026

AI-related US dollar corporate bond issuance reached $419 billion year-to-date in 2026, a record. The post cites +90% YoY vs 2025 and +437% vs 2024, with Alphabet, Amazon, Meta, Microsoft, and Oracle issuing $157B.