{"id":499134,"date":"2026-02-25T18:56:08","date_gmt":"2026-02-25T18:56:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/499134\/"},"modified":"2026-02-25T18:56:08","modified_gmt":"2026-02-25T18:56:08","slug":"normally-staid-bond-investors-have-a-new-biggest-worry-an-ai-bubble","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/499134\/","title":{"rendered":"Normally staid bond investors have a new biggest worry: An AI bubble"},"content":{"rendered":"

Bloom Productions | Digitalvision | Getty Images<\/p>\n

Fears over artificial intelligence are now hitting bond investors, according to the latest credit investors survey from Bank of America Global Research.<\/p>\n

An AI bubble is seen as the top risk for the first time, with investors expecting a surge in bond issuance<\/a> from hyperscalers, the February poll found. Some 23% of those surveyed said it was their biggest concern, compared to 9% who said so in the firm’s December poll. <\/p>\n

Companies including Amazon<\/a>, Google parent Alphabet<\/a> and Meta<\/a> have announced big spending plans as they scale out their AI capabilities. Investors of high-grade credit now expect $285 billion in issuance by hyperscalers this year, up from the $210 billion anticipated in December’s survey, Barnaby Martin, credit strategist at Bank of America, said in a note Tuesday. <\/p>\n

“Yet, investors are more sanguine on the ultimate tech disruption ahead: just 10% say that AI-driven corporate obsolescence is their big worry,” he wrote. <\/p>\n

Those obsolescence fears have hit the stock market in recent weeks, as concern over AI disruption spread across a variety of sectors. <\/p>\n

Software companies<\/a>, for instance, have tumbled after announcements from AI company Anthropic about new AI tools<\/a>. While stocks have reversed course<\/a> since the latest sell off on Tuesday, the iShares Expanded Tech-Software Sector ETF<\/a> is still down more than 25% year to date. <\/p>\n

Elsewhere, geopolitics isn’t a big factor on bond investors’ radar these days, with only 10% saying it is their top fear, despite growing tensions between the U.S. and Iran, Martin noted. No investor said central bank policy error is the big risk, even with a new Federal Reserve chair<\/a> expected to take the helm in May.<\/p>\n","protected":false},"excerpt":{"rendered":"Bloom Productions | Digitalvision | Getty Images Fears over artificial intelligence are now hitting bond investors, according to…\n","protected":false},"author":2,"featured_media":499135,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[27605,62,26743,7174,276,277,49214,3244,1386,27604,161,49,48,189647,189141,180785,199763,198592,100,15850,1369,19467,199764,61,85084],"class_list":{"0":"post-499134","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-advanced-micro-devices-inc","9":"tag-ai","10":"tag-alphabet-class-a","11":"tag-amazon-com-inc","12":"tag-artificial-intelligence","13":"tag-artificialintelligence","14":"tag-bank-of-america-corp","15":"tag-bonds","16":"tag-breaking-news-markets","17":"tag-broadcom-inc","18":"tag-business-news","19":"tag-ca","20":"tag-canada","21":"tag-invesco-qqq-trust","22":"tag-ishares-expanded-tech-software-sector-etf","23":"tag-ishares-north-american-tech-software-etf","24":"tag-ishares-u-s-tech-independence-focused-etf","25":"tag-ishares-u-s-technology-etf","26":"tag-markets","27":"tag-meta-platforms-inc","28":"tag-nvidia-corp","29":"tag-oracle-corp","30":"tag-state-street-spdr-bloomberg-high-yield-bond-etf","31":"tag-technology","32":"tag-technology-select-sector-spdr-fund"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/499134","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=499134"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/499134\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/499135"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=499134"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=499134"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=499134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}