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Open original source ↗In case you missed this morning's discussion on @tastyliveshow
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Is the AI boom becoming a bubble that's too dependent on debt? @jam_croissant thinks the warning signs are already emerging. As hyperscalers continue borrowing billions to fund AI infrastructure, rising debt costs and credit risk could threaten the very spending that's been driving earnings growth and pushing markets higher. Cem Karsan joined tastylive's Overtime to explain why this creates a dangerous cycle for the broader market, and what could happen when that spending starts to slow. 👇 #AI #StockMarket #Investing
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