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75/100 Bullish 10.06.2026 · 08:51 Finrend AI ⏱ 1 dk 👁 4 TR

Morgan Stanley: Global AI Debt Issuance to Exceed $500 Billion by 2026

According to a report published by Morgan Stanley, global artificial intelligence (AI)-related debt issuance is expected to exceed $500 billion by 2026. This forecast is driven by technology companies turning to debt instruments to finance large-scale investments in AI infrastructure. The report highlights that with the acceleration of investments in AI-focused data centers, cloud computing, and related hardware, companies will increasingly tap bond and credit markets to fund these projects. It notes that major technology firms are ramping up capital expenditures to maintain a competitive edge in AI. Morgan Stanley analysts estimate that AI debt issuance stood at approximately $150 billion in 2024, is projected to reach $300 billion in 2025, and will surpass $500 billion in 2026. This growth is supported by the rapid adoption of AI technologies and companies' strong investment appetite in this area. The report also warns that while the expansion of the AI debt market creates new opportunities for investors, it may also bring credit risks. It notes that if borrowing costs rise for highly leveraged companies, the returns on these investments could come under scrutiny. This is not investment advice.

📊 MS — Piyasa Yorumu

■ neutral · 60%

Although the news includes a positive forecast from Morgan Stanley regarding AI debt issuance, the recent 3.5% decline in the stock price and weakness in technical indicators (RSI at 44.8, MACD below the signal line) make it difficult to determine a clear short-term direction. Trading below the 20- and 50-day moving averages suggests that selling pressure may persist. However, the news could sustain interest in the AI sector, potentially limiting downside movement. Therefore, a sideways trend is expected in the near term.

RSI 14
44.8
MACD
-1.00
24h Δ
-3.52%

📊 GOOGL — Piyasa Yorumu

■ neutral · 60%

While the news reflects high expectations for major investments in the AI sector, it does not constitute a direct catalyst for GOOGL shares. On the technical indicators, the RSI stands at 46.7, in neutral territory, and the MACD is below the signal line, though the gap has narrowed. The price is trading below the 20- and 50-day moving averages, with a 2.4% decline over the past 24 hours. Although there is no clear directional signal in the short term, positive AI-themed news flow could provide limited support for the stock.

RSI 14
46.7
MACD
-1.43
24h Δ
-2.38%

📊 NVDA — Piyasa Yorumu

▲ up · 60%

The news reflects a major investment and borrowing expectation for the artificial intelligence sector. This can be interpreted as a positive demand signal for AI hardware providers such as NVDA. On the technical indicators, the RSI is at 47.8, in neutral territory, while the MACD shows a slight upward trend above the signal line. The price being just above the SMA20 provides short-term support, while being below the SMA50 indicates medium-term pressure. Despite a 5.7% decline in the last 24 hours, the positive expectation created by the news may support a short-term recovery.

RSI 14
47.8
MACD
-2.32
24h Δ
-5.69%

📊 AMD — Piyasa Yorumu

■ neutral · 60%

AMD shares have lost more than 10% in the last 24 hours, with technical indicators weakening. The RSI stands at 45 in neutral territory, while the MACD is below the signal line, showing a negative trend. Although news points to major investments in the artificial intelligence sector, AMD's short-term technical outlook remains weak. Trading below the 20-day moving average, the stock is trying to hold at the $475 level. Therefore, short-term direction uncertainty may persist.

RSI 14
45.0
MACD
-10.56
24h Δ
-10.34%
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