Google, Meta, and Oracle Lead $1 Trillion Borrowing Wave, Bond Fund Manager Warns of Market Winners and Losers

Corporate borrowing is in the spotlight right now. In 2026, major technology companies like Google’s Alphabet, Meta Platforms, and Oracle are tapping bond markets like never before. They are borrowing huge sums, part of what analysts say could be more than $1 trillion in corporate debt tied to major tech investments and expansion plans. We see this trend shaping markets for bond investors, companies, and the broader economy.