More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom

Cracks are emerging in AI-related bonds as the market awaits earnings reports from Meta and Microsoft. Bryce Doty from Sit highlights pressure from heavy AI-debt supply on the broader bond market. These upcoming financial results could significantly sway investor sentiment and reshape confidence in AI-related bonds. Such caution may pressure Big Tech spending, potentially impacting the wider tech supply chain and future financing options for the technology sector as investors seek returns on investments.