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BNP says AI borrowing will end the credit bull market, and it is lending to AI too

This story is from 2026-09-10. It is preserved in the archive; the latest stories are on the live feed.

BNP Paribas expects the years-long rally in corporate bonds to break as hyperscalers flood the market, forecasting some $400B of their bond sales next year and a record $3.7T of net fixed income supply. The ECB reached a similar conclusion in August, finding US tech now accounts for close to a tent…

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  1. 2026-09-10 17:58 · The Next Web
    BNP says AI borrowing will end the credit bull market, and it is lending to AI too

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