AI-related debt jumped 99% over the past year. It’s a ‘shock to the system’ for investors.
MarketWatch· Joy Wiltermuth· Jul 13, 2026 · 7:30 PM
A deluge of hyperscaler debt creates risk that investors will run up against concentration limits in their portfolios from a single company or industry.
This is a summary. Read the complete story at MarketWatch below.
Read full article at MarketWatchRelated Stories
marketsabout 6 hours ago
Rising yields are quietly crashing the stock market’s earlier winners of 2026
Surging Treasury yields have begun to hammer parts of the stock market that might easily be overlooked, especially with the spotlight once again shining brightly on a small group of glamorous tech companies.
MarketWatch
marketsabout 8 hours ago
Higher yields are taking their toll on all areas of the stock market, except the one that matters
Technology is the only one of the S&P 500’s 11 sectors that gained since Sept. 1, as Treasury yields have climbed to multi-decade highs.
MarketWatch
marketsabout 8 hours ago
Options traders are betting on a dramatic drop in interest rates
Recent options activity points to bullish positioning for long-term bonds and utilities.
MarketWatch