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DoubleLine Sees Value in Big Tech (GOOGL), (AMZN) Bonds After AI Debt Selloff
Source: Bloomberg
Artificial IntelligenceCredit & Bond MarketsTechnology & InnovationInvestor Sentiment & Positioning
DoubleLine’s Robert Cohen says the debt of select technology companies is becoming “enticing” after these firms’ borrowing binge to fund the AI buildout. The rationale is that AI-related capex has pressured valuations, making certain credit exposures comparatively attractive. Overall, the note is a modest positive tilt for tech-credit risk relative to recent valuation declines.
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