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Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Investing.com -- Tech companies raised $23 billion in AI-related debt globally in September, less than half the amount raised in August, according to Morgan Stanley data covering public bonds and private placement transactions.

The decline marks a continued drop from June, when companies raised a record $113 billion for AI infrastructure including data centers and chips. In the US investment-grade market, where blue-chip tech groups borrowed around $306 billion between January and August, AI-related bond issuance stopped completely last month.

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Tech companies' AI debt issuance drops sharply in September

Mon, 12 Oct 2026 05:43:21 -0400

Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year. The firm also noted growing investor

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable, Cuts Gold Forecast

Tue, 29 Sep 2026 10:00:13 -0400

(Updated - September 29, 2026 10:00 AM EDT)

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable

"Equity sector guidance changes: We are downgrading Information Technology from favorable to neutral and upgrading Industrials from neutral to favorable."
Cuts Gold price target to $5,200-$5,400 from $5,400-$5,600 for end of 2027
S&P 500 2027 target range maintained at 8,600-8,800.
Sees 10-Year Treasury end of 2027 at 5.25-5.75%, up from 4.50-5.00%.
Sees 30-Year Treasury end of 2027 at 5.50-6.00%, up from 5.25-5.75%.

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable, Cuts Gold Forecast

Tue, 29 Sep 2026 10:00:13 -0400

(Updated - September 29, 2026 10:00 AM EDT)

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable

"Equity sector guidance changes: We are downgrading Information Technology from favorable to neutral and upgrading Industrials from neutral to favorable."
Cuts Gold price target to $5,200-$5,400 from $5,400-$5,600 for end of 2027
S&P 500 2027 target range maintained at 8,600-8,800.
Sees 10-Year Treasury end of 2027 at 5.25-5.75%, up from 4.50-5.00%.
Sees 30-Year Treasury end of 2027 at 5.50-6.00%, up from 5.25-5.75%.

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable, Cuts Gold Forecast

Tue, 29 Sep 2026 10:00:13 -0400

(Updated - September 29, 2026 10:00 AM EDT)

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable

"Equity sector guidance changes: We are downgrading Information Technology from favorable to neutral and upgrading Industrials from neutral to favorable."
Cuts Gold price target to $5,200-$5,400 from $5,400-$5,600 for end of 2027
S&P 500 2027 target range maintained at 8,600-8,800.
Sees 10-Year Treasury end of 2027 at 5.25-5.75%, up from 4.50-5.00%.
Sees 30-Year Treasury end of 2027 at 5.50-6.00%, up from 5.25-5.75%.

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable, Cuts Gold Forecast

Tue, 29 Sep 2026 10:00:13 -0400

(Updated - September 29, 2026 10:00 AM EDT)

Wells Fargo Cuts Info Tech to Neutral, Lifts Industrials to Favorable

"Equity sector guidance changes: We are downgrading Information Technology from favorable to neutral and upgrading Industrials from neutral to favorable."
Cuts Gold price target to $5,200-$5,400 from $5,400-$5,600 for end of 2027
S&P 500 2027 target range maintained at 8,600-8,800.
Sees 10-Year Treasury end of 2027 at 5.25-5.75%, up from 4.50-5.00%.
Sees 30-Year Treasury end of 2027 at 5.50-6.00%, up from 5.25-5.75%.

BTIG: 'If we are wrong and momentum can't bounce here, it's likely going to lead to a correlation-one event that hurts everything'

Thu, 30 Jul 2026 05:11:46 -0400