NYSE:MSCapital Markets
Morgan Stanley Sees AI Debt Boom While Stock Screens As Overvalued
Morgan Stanley (NYSE:MS) is forecasting a sharp rise in global AI-related debt issuance as early as 2026.
The firm expects AI-tied bond financing to more than double that year, driven by hyperscalers seeking new funding sources.
These debt deals are linked to record capital investment plans for AI infrastructure that could surpass US$1t in 2027.
Morgan Stanley is involved in advising on and arranging this funding, positioning the firm at the center of this financing trend.
Morgan Stanley...