BofA 的 Khoda：AI 领域尚未出现煤矿中的金丝雀

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US Edition

Real Yield • Oct 15th, 2026

Don't See Canary in Coal Mine For AI: Khoda

Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." A measure of CoreWeave’s credit risk climbed to an all-time high Thursday as some of its high-yield bonds extended declines, rattled by the AI cloud-computing company’s talk of tapping vast pools of capital from insurers.

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