AI Funding to Drive Record Year for Top-Rated Company Bond Sales
Apart from funding the AI boom, companies will also need to refinance more than $1 trillion in debt in 2026.
Photographer: Kyle Grillot/BloombergCompanies across the US and Europe are preparing to sell a record amount of high-grade bonds in 2026, testing investors’ appetite as yields drift lower.
Morgan Stanley strategists predict more than $2 trillion in US investment-grade debt sales to hit the market next year, which would be the most ever. That’s expected to be driven by AI expansion projects, refinancing of looming maturities and acquisition financing.