Global Market Update: Hyperscaler Capex, AI Infrastructure & Technology Credit

In this webinar, CreditSights’ Global Strategy and Technology teams examine the forces shaping today’s credit markets, from Treasury yields, central bank policy, and corporate bond issuance to the growing impact of AI infrastructure investment. Winnie Cisar, Zach Griffiths, and Logan Miller discuss the outlook for Fed and ECB policy, credit spreads, and positioning across investment grade and high yield markets.
Joined by Jordan Chalfin and Davis Hebert, the discussion explores hyperscaler capital spending and funding needs across Microsoft, Amazon, Google, and Meta, along with Oracle’s credit outlook, SpaceX’s potential market debut, and the risks of AI overbuild as companies race to expand capacity. Investors will gain actionable insights into the outlook for AI infrastructure, technology credit, and the key trends expected to shape markets through 2027.