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JPMorgan’s Aliaga Says Market Can Absorb ‘Attractive’ Tech Debt

Source: Bloomberg

Artificial IntelligenceCredit & Bond MarketsCompany FundamentalsInvestor Sentiment & Positioning

JPMorgan Asset Management’s Stephanie Aliaga said the bond market can absorb the rising issuance of hyperscaler debt. The view hinges on AI-driven demand providing reassurance around these companies’ ability to service obligations, suggesting limited near-term credit stress from supply growth.

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