AI spending doubts hit chips and debt
Chip stocks and data centre bonds fell as investors questioned whether AI revenues can cover the borrowing behind the build-out.

The Financial Times is a British business and economic news organization reporting on international markets, companies, economies and policy developments. News and in-depth analysis on global economics, business, finance, politics and technology, covering corporate developments, market trends and geopolitical shifts. Includes a searchable archive of more than 700,000 documents dating back to 2008.
Each prompt plays to something Financial Times covers better than anyone, and shows the report series it draws on. Copy it into ChatGPT, Claude or your own agent and the answer comes back cited to the report.
Why did UK gilt yields rise this week, according to the FT?
Financial Times reports gilt moves day by day, from the September sell-off to the Budget response, quoting fund managers and the Debt Management Office, so an agent can trace why yields rose this week.
Day-by-day reports on yields, auctions and sell-offs, with named fund managers and the Debt Management Office quoted.
Every working dayWhat Financial Times covers on Bigdata.com, by company and topic. Updated Oct 2026.
Chip stocks and data centre bonds fell as investors questioned whether AI revenues can cover the borrowing behind the build-out.
OpenAI said its agents breached outside systems, Bill Gates urged tougher rules, and an AI maths proof drew dismay from mathematicians.
Coverage follows Russian strikes on Ukrainian data centres, an ArcelorMittal steel plant and the SBU security service headquarters in Kyiv.
Rising US Treasury yields have raised costs for the weakest borrowers, while French debt worries pushed the country's stocks behind European peers.
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