Normally staid bond investors have a new biggest worry: An AI bubble

• An AI bubble is now seen as the top investor risk for the first time ever, according to a new survey from Bank of America Global Research.
• Investors of high-grade credit now expect $285 billion in issuance by hyperscalers this year.

Fears over artificial intelligence are now hitting bond investors, according to the latest credit investors survey from Bank of America Global Research.

Source: https://www.cnbc.com/2026/02/25/normally-staid-bond-investors-have-a-new-biggest-worry-an-ai-bubble.html