AI spending is now forcing higher yields and deeper losses

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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