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5 things to know before the market opens Thursday

1. Barrel roll-out Pumpjacks operate while others stand idle in the Belridge oil field on March 10, 2026 near McKittrick, California. Mario Tama | Getty Images The member states of the International Energy Agency yesterday agreed to release 400 million barrels of oil from its reserves, the largest release from the agency’s emergency stockpile ever….

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Big Tech’s AI bond binge shatters ‘unspoken contract’ with investors

Hyperscalers are significantly ramping up their AI capex spending — and increasingly using credit markets to fund it. But investors say this shift is challenging mega-cap tech giants’ so-called ‘fortress balance sheet’ status, and rips up what they call the “unspoken contract” that kept speculative AI spending largely separate from debt markets. After Amazon, Meta…

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