Bank of America's research note of August 20 reveals a stark gap: AI beneficiaries in leveraged loans saw 26.8% year-over-year revenue growth in Q2, compared to just 3.6% for firms vulnerable to AI disruption. This divergence, dubbed a "Credit-K," could ultimately impact consumers through hiring, wages, and company investment. BofA also noted that companies have sold over $335.7 billion in AI-linked U.S. dollar debt year-to-date.