Clarion says AI-related leveraged loans price wide, opening higher-spread opportunities for CLOs

Reuters2026/08/31 15:19

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Clarion Capital Partners flagged a surge in AI-related leveraged loan issuance, reaching USD 8 billion year-to-date through August 2026.
Data center loans priced 100 to 300 basis points wider than the median new-issue loan spread, despite ratings typically BB- or higher.
CoreWeave’s USD 2.6 billion first-lien loan priced at SOFR + 5.5% at 97, implying over 10% yield-to-maturity.
Managers are using higher-spread AI infrastructure loans to rebuild CLO portfolio income; average data center spread held in CLOs is 326 basis points over SOFR.
Most AI-related infrastructure loans held by CLOs trade near par; about 92% are priced at 98 or higher, supporting NAV.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Clarion Capital Partners LLC published the original content used to generate this news brief on August 31, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Clarion says AI-related leveraged loans price wide, opening higher-spread opportunities for CLOs

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