Lisa Abramowicz(@lisaabramowicz1):As investors get increasingly nervous about the total amount of AI capex, they're demanding a greater premium to own tech debt. Spreads on tech debt are now the highest relative to those on other investment-grade bonds going back to 2003. h/t @DRBCurtis

Lisa Abramowicz

@lisaabramowicz1

Co-host of @bsurveillance

Joined April 2013

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Lisa Abramowicz@lisaabramowicz1

2026.11.03 10:46

As investors get increasingly nervous about the total amount of AI capex, they're demanding a greater premium to own tech debt. Spreads on tech debt are now the highest relative to those on other investment-grade bonds going back to 2003. h/t @DRBCurtis