DBDavide Barbuscia

1. Article · Aug 24, 2026 · Davide Barbuscia

   Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops (opens the original)

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   (Bloomberg) -- Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence. Canadians Brace for Economic Pain as 50% US Tariffs Take Effect Canada Sees Long Trade War With US That May Last Beyond Midterms Bessent Has No Easy Fix for What's Really Driving Yields Up US Oil Refiners Face Import Squeeze From Biggest Foreign Seller US-Canada Trade Talks Fell Apart Over Fine Print, Envoy Says The

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2. Article · Aug 17, 2026 · By Davide Barbuscia, Ye Xie and Michael MacKenzie

   AI is driving up treasury yields: 'It just touches everything' (opens the original)

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   An age-old economics tenet posits that excessive government borrowing leaves little room for companies to tap financial markets and drives their interest rates to punishing levels. It's called the "crowding out" theory. Now, as the so-called hyperscalers embark on a borrowing binge for artificial intelligence that's hitting the market with a record flood of bonds, hoovering up hundreds of billions of dollars, some are wondering if the opposite is starting to happen. READ MORE: Fed will move, but

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