Big tech firms are borrowing heavily to fund AI data centers. This surge in debt issuance is raising concerns about the bond market’s capacity. While companies remain lightly leveraged now, the need for capital is shifting from cash to public bonds. Projections show AI capital expenditure will significantly increase, requiring substantial financing.
West Asia tensions rattle capital goods stocks; L&T, KEC slide
Engineering and capital goods stocks are under pressure due to the Iran-Israel conflict, with the BSE Capital Goods index falling nearly 4%. Companies like Larsen
March 5, 2026