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October 16, 2026 - AI’s Credit Crisis Meets $110 Oil: What Breaks Next?
Two powerful market risks are converging—and the consequences could extend far beyond technology and energy.
The AI investment boom has been fueled by extraordinary capital spending and increasingly aggressive financing. But cracks are emerging in credit markets, raising a critical question: What happens when the capital funding the AI revolution becomes more expensive—or stops flowing altogether?
Meanwhile, $110 oil threatens to reignite inflation pressures, complicate the Federal Reserve’s policy outlook, and squeeze an economy already confronting elevated borrowing costs.
In this episode…
The skinny
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