Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Moodys AI Spending Warning Threatens Credit Quality of Big Tech
Moody's just issued a stark warning: the AI capex binge by Amazon, Meta, and Alphabet is so massive it's starting to threaten their credit ratings. Lucas and Luna unpack the numbers — nearly $200 billion in combined AI spending this year — and explore why rising debt loads, falling returns on capital, and the highest bond yields in decades could create a hidden risk for the entire tech sector. They also connect the dots to the broader market: the S&P 500 at 7,412, the VIX hovering near 19, and a yield curve that's steepening. If mega-cap tech stumbles, what happens to the rest…
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