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Thoughts on the Market — AI Borrowing Creates a New Credit Playbook
Not scored yet5m·2026-06-03·Money

AI Borrowing Creates a New Credit Playbook

Thoughts on the Market · 1655

Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategist. Today – The critical…

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