The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)

Podcast: PIMCO Pod · PIMCO

Opublikowano: 2026-09-28

In this episode, we discuss how Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO...