In today’s post:
🤷 $750B Gone. Nothing Broke.
🤷 $750B Gone. Nothing Broke.
Wall Street has a new fear: AI built on borrowed money.
CoreWeave is the poster child. Rising bond yields sent its borrowing costs climbing, and investors are dumping the stock.
If the market is now punishing AI companies that borrow to build, does Broadcom $AVGO ( ▲ 1.03% ) get rewarded?
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