Veytics Intelligence
2026-09-25 · Seekingalpha

Goldman Sachs underweight hyperscalers amid debt flood

[Artificial Intelligence Machine Learning Natural Language Processing Data Technology] Goldman Sachs (GS [https://seekingalpha.com/symbol/GS]) Lindsay Rosner says the bank’s asset management arm is underweight on the biggest AI borrowers as a flood of issuance washes over the market. “We believe there will be a lot of hyperscaler issuance,” Rosner, head of multi-sector fixed income investing at Goldman Sachs Asset Management, said in a Thursday interview on _Bloomberg TV_. “For that sector at large we are underweight knowing more issuance will come.” Big Tech companies have been among the biggest sellers of high-grade corporate bonds in the US this year, with firms including Amazon.com (AMZN [https://seekingalpha.

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