AI spending is now forcing higher yields and deeper losses

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When the biggest AI names start posting bigger losses and higher borrowing costs at the same time, the easy phase is over.

https://twitter.com/StealthQE4/status/2089866065534763297 https://twitter.com/FinanceLancelot/status/2089877292277178391 https://twitter.com/kurtsaltrichter/status/2090011141875384731 https://twitter.com/amitisinvesting/status/2089869214257467808 https://twitter.com/GlobalMktObserv/status/2089760740190109901

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