The AI Effect on the Trajectory of Tech Ratings – an S&P Perspective: BI Replay

Technology credit ratings aren't homogeneous, nor are the challenges and opportunities as markets move from the tailwinds of improving demand dynamics to challenges of AI spending needs, secular challenges, geopolitical uncertainty and rising event risk. Analysts from S&P join Bloomberg Intelligence to discuss their 2026 outlooks across semiconductors, hardware, software and services, as well as which issuers may be most exposed to potential rating changes.