WHO REALLY PAYING FOR THE AI BOOM ? THE BOND MARKET IS STARTING TO ASK

What happened: Bond investors are repricing debt funding the AI buildout as borrowed money covers a growing share of the expansion. Bryan Whalen of Charles Schwab said the cash buffer hyperscalers once held is gone. Key numbers: Investment grade net issuance was about half a trillion dollars in 2025 and is expected to double this year. Why it matters: Whalen said he remains cautious on corporate bonds until a better entry point emerges, and he compared Nvidia's financing of over 200 companies to the late 1990s technology bubble. CoreWeave stock fell 15.9% over the past week. Coverage: 4 outlets in 24h

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