More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom
Reported by MarketWatch · marketwatch.com · July 27, 2026
‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $MSFT +0.84%, $META +1.66%
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