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🚨 The AI trade just became a credit trade.
Goldman Sachs via @zerohedge: hyperscaler bond issuance (Alphabet, Amazon, Meta, Microsoft, Oracle — $GOOGL $AMZN
Instant Stock Alerts • 2026-09-27 21:21 UTC • By Billy Odell Tucker-Robinson
🚨 The AI trade just became a credit trade.
Goldman Sachs via @zerohedge: hyperscaler bond issuance (Alphabet, Amazon, Meta, Microsoft, Oracle — $GOOGL $AMZN $META $MSFT $ORCL) has gone vertical.
2010–2024: under $50B/yr combined. 2025: $100B+. 2026 YTD: $200B+ (~$220B per Reuters). 2027 GS forec…
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