AI spending is exploding. And increasingly, so is the debt behind it.
Five of the biggest companies driving the AI boom are expected to spend roughly $805 billion on AI this year—with spending projected to exceed $1 trillion next year.
Meanwhile, AI companies have issued an estimated $570 billion in bonds since early 2025.
In this video, we look at another side of the AI boom: rising debt issuance, increasing credit-default-swap premiums and pressure on free cash flow at some of the world’s largest technology companies:
What Are the Markets Telling You Now?
The AI boom is just one piece of a much bigger market picture.
Elliott Wave International’s Flagship Services help you make sense of what’s happening across U.S. stocks, bonds, gold, silver, the U.S. dollar and more—using Elliott wave analysis, investor psychology and market history to identify where major trends may be headed next.
Look Beyond the AI Headlines
AI spending, corporate debt and changing credit conditions don’t exist in isolation. They’re part of a much larger financial landscape.
Global Market Perspective gives you Elliott wave forecasts and analysis across 50+ of the world’s most important markets, helping you spot developing opportunities and risks across stocks, bonds, currencies, commodities and more.
