AI-linked debt issuance surges from $136B in 2025 to $344B in 2026, shifting buildout to credit markets with focus on GPU utilization and refinancing risks for $NBIS, $CRWV.

AI hyperscalers issued $159 billion debt YTD 2026, 47% above 2025 total, exceeding 2020-2024 combined as equity bubbles turn credit bubbles.

AI hyperscalers issued $159 billion in debt in five months, 47% above 2025 totals and exceeding 2020-2024 combined, per Charlie Bilello data.

According to @StockMKTNewz, Google (GOOGL) has sold an additional $11 billion worth of debt in Europe, bringing its total debt issuance to $31 billion. This move highlights Google's strategy to leverage the low-cost capital markets in Europe, potentially to fund expansion, acquisitions, or other strategic initiatives. Investors may want to monitor how this additional debt influences Google's financial performance and market valuation.

According to Lisa Abramowicz, a surge in M&A activity and debt issuance has helped propel bank stocks, with the S&P banking index up more than 30% year to date and hitting new all-time highs; source: Lisa Abramowicz on X, Dec 12, 2025.