AI2026-08-20 07:00:00AI debt wave may put the next real test for U.S. Treasuries in SeptemberA temporary reprieve in the U.S. Treasury market may not last long. After the Treasury said it would expand long-dated bond buybacks, market tension eased, helping stocks rebound while gold and Bitcoin moved higher and the 10-year yield edged down. But several investors and strategists say the bigger challenge may arrive after Labor Day, when the U.S. investment-grade primary market typically becomes busy and AI-driven financing demand from large technology companies accelerates. Market participants cited in the report said September investment-grade corporate bond issuance could reach $200 billion, with a large share tied to AI capital spending. Issuance this year is already up 38% from a year earlier and could hit a record $2.1 trillion for 2026, according to asset managers cited by the article. Firms including Microsoft, Alphabet, Amazon, Meta and Oracle have been raising long-term debt to fund data centers, advanced chips and AI services. That supply is now colliding with a Treasury market already under pressure from a wider fiscal deficit, firmer inflation expectations and uncertainty around Federal Reserve policy. Some managers warn AI-related debt supply is nearing the market’s limit, while others see growing competition between long-dated corporate paper and Treasuries, especially as some issuers carry credit ratings that can rival or exceed the U.S. government.1320
SpaceX2026-06-06 00:00:50SpaceX $75 Billion IPO Bars Mainland China and Hong Kong Investors Amid U.S. Export ControlsSpaceX's $75 billion IPO reportedly bars investors from mainland China and Hong Kong due to U.S. export controls on critical technology.670
