Credit | Market Insight
August 09, 2026

2026 Midyear Credit Outlook: Adoption, Financing and Investing in the Age of AI

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John Cortese

Partner

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Robert Bittencourt

Partner, Head of Apollo Thematic Investing

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Akila Grewal

Partner, Global Head of Institutional Client Group

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Shobhit Gupta

Managing Director

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John Cortese

Partner

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Robert Bittencourt

Partner, Head of Apollo Thematic Investing

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Akila Grewal

Partner, Global Head of Institutional Client Group

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Shobhit Gupta

Managing Director

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AI is reshaping credit markets in ways that demand a more thoughtful approach to investing.

Public markets are being stretched by record financing needs, spreads leave little room for error and traditional notions of diversification are being tested.

Key Takeaways:

  • Credit fundamentals remain resilient, but the margin for error is narrowing.
  • AI adoption is creating a new divide across credit markets.
  • Financing the AI buildout has become a market-capacity problem.
  • Private investment grade credit will be essential to closing the AI funding gap.
  • AI factor risk is changing what diversification means.
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