Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
The AI Energy Bill That Will Break Your Portfolio
Lucas and Luna break down why debt-hungry artificial intelligence companies are facing increased risk as bond yields spike to 5.18 percent on the ten-year Treasury. With real GDP growth slowing to 1.50 percent, we examine how rising financing costs are squeezing capital expenditure budgets for data centers and cloud infrastructure. The conversation anchors on the disconnect between soaring tech valuations and the tangible cost of powering them, offering a specific framework for evaluating which tech names can survive higher rates and which cannot.
#AIEnergyDemand #BondYieldsSpike #TechCapEx…
The skinny
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