Eben@CANSLIM ResearchUBS says the binding constraint on AI debt financing is no longer market capacity but the price and terms at which that capacity clears. In its September update to The AI Debt Financing Monitor, the bank reports that investors are absorbing record AI-linked supply while demanding wider new-issue concessions, with September tech supply lighter than expected as long-end rate volatility persists. Dispersion is now the defining feature of the asset class: hyperscaler and semiconductor credit held firm, while HY datacenter and neocloud names widened materially.
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