Global Market Update: Credit Cycles and the Rise of AI Investment
February 5, 2026
In February Global Market Update webinar, the CreditSights Global Strategy and Technology Research team breaks down the forces shaping the year ahead from U.S. growth and rate expectations to credit valuations, AI‑driven capex, and shifting dynamics across technology, software, and semiconductors.
Watch on YouTube:
Speakers:
Winnie Cisar, Global Head of Strategy , CreditSights
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
Jordan Chalfin, Head of Technology, CreditSights
Andy Li, Senior Technology Analyst, Creditsights
Timestamps:
00:00 – Introduction
08:27 – Treasury Yields & Rate Outlook
14:20 – Credit Spreads & Consumer Outlook
23:07 – Oracle Financing Deep Dive
30:23 – Oracle Credit Analysis
34:13 – Hyperscaler CapEx & Issuance
42:21 – Semiconductor Market Dynamics
49:49 – AI Impact on Software
55:45 – Closing Remarks
Related Resources:
Tech 2026 Outlook (1/3): Top 10 Themes: The Tech 2026 Outlook highlights accelerating AI‑driven capex, resilient cloud growth, a potential semiconductor super cycle, and intensifying competition across infrastructure, servers, and AI accelerators. https://know.creditsights.com/insight…
More from our team:
Global Market Update: Cable Weakness & Media Credit Dynamics
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Global Market Update: Private Credit, BDC & Bank Developments
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Quarterly US Covenant Trends & Outlook: Leveraged Loans and High Yield Bonds
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1Q26 Quarterly Covenant Trends in European Leveraged Loans and High Yield Bonds
Read MoreKnow More. Risk Better.®
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