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The $4 Trillion Question Threatening the AI Boom
The AI boom is facing a new challenge: where will the money come from to finance another $4 trillion in data centers and infrastructure? As investors question whether AI companies can sustain their massive spending plans, Treasury yields are falling, corporate borrowing costs are rising, and sharp rotations beneath the surface of the stock market are creating uncertainty.
Chuck Zodda and Mike Armstrong examine why AI financing concerns are shaking stocks and bonds, how political instability in France is affecting global debt markets, and why surging oil prices and shrinking U.S. fuel…
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