#asset-valuations

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#corporate-debt #tech-bond-issuance #federal-reserve #ai-financing #ai-bubble #infrastructure-investment
Business
fromFortune
4 days ago

Fed staff are more worried about stock prices than tech debt, even as hyperscalers go on a borrowing binge for their AI spending | Fortune

Tech companies' heavy bond issuance raises Wall Street concern, but Fed staff view nonfinancial corporate vulnerabilities as moderate while flagging elevated asset valuations.
Artificial intelligence
fromFast Company
5 months ago

There isn't an AI bubble-there are three

AI shows multiple concurrent bubbles, notably a speculative asset bubble with sky-high valuations and an infrastructure bubble driven by massive capacity investments.
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