Quality Over Debt: The AI Stock Market Resorts Its Winners!
Reading Time: 4 minutes
As CoreWeave slips into a debt crisis, chip manufacturers report records. Investors are separating more sharply than ever between earners and debtors. The AI boom is not over , but it is now showing two faces. This week, the stocks and bonds of companies financing data center construction with borrowed money fell. At the same time, manufacturers of the necessary chips reported record numbers. According to calculations by Goldman Sachs, approximately $578 billion in AI-related debt has been raised this year alone. Now the market poses the crucial...
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