Tech Debt Sparks Bubble Fears, But Bond Value Remains

Massive spending on artificial intelligence is pushing top technology companies to issue heavy debt. Robert Cohen at DoubleLine warns that this surge creates real credit bubble risks for the wider market.

Despite these worries, Cohen points out that bonds from the strongest tech firms still hold selective value. Market mispricing and big differences between sectors mean smart investors can find solid opportunities if they look closely.

Traders should watch how tech spending affects credit ratings in the coming months. If AI costs keep climbing without quick profits, bond markets might see more volatility ahead.