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How Moody's AI Credit Warning Reshapes Tech Stock Picking
Moody's just warned that 'unprecedented' AI spending threatens the credit quality of Amazon, Meta, and Alphabet. Lucas and Luna break down what this means for stock pickers in July 2026. They dig into Amazon's balance sheet specifically: $45 billion in free cash flow versus $125 billion in long-term debt, and what the odds of a Fed rate hike mean for debt-heavy AI spenders. Should investors worry about a credit downgrade, or is Moody's overreacting? Plus, why this environment favors companies like Apple that keep capex tight. A focused look at how to incorporate…
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