Overall, spreads remain tight even as Oracle debt risk increases

On Bloomberg Real Yield, Maureen O’Connor, global head of prime debt syndicate at Wells Fargo Corporate & Investment Bank, and Amanda Lynam, head of macro credit research at BlackRock, join Matt Miller to discuss credit spreads, issuance and risks associated with the AI ​​growth boom. There is a frantic rush of development supporting the AI ​​revolution, and with it an insatiable demand for debt to finance it. Some estimate the total cost of building out infrastructure could reach $10 trillion, and with so many lenders lining up to throw cash at the assets, there are fears a bubble is forming. (Source: Bloomberg)