Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How AI Spending Is Creating a Credit Risk Underneath the Bull Market
The S&P 500 sits near 7,400, but Moody's just warned that 'unprecedented' AI capital spending by Amazon, Meta, Alphabet, and others is threatening their credit quality. Lucas and Luna unpack this paradox: record high stock prices vs. rising debt loads and potential downgrades. They discuss the scale of the capex—over $200 billion annually—and how the Fed's potential rate hike due to surging oil prices adds another layer of risk. Is the bull market ignoring the credit signal, or is AI's payoff big enough to justify the leverage? A nuanced look at the tension between…
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