AI Debt Worries Hit Tech Stocks

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-14

A hotter inflation report pushed bond yields higher, but the bigger market pressure came from renewed concern over how much debt is being used to finance the AI data center boom. Chuck Zodda and Paul Lane discuss why the latest CPI report rattled bonds and stocks, and why CoreWeave’s plunge is raising new questions about borrowing costs, cash flow, and the financial foundation behind the AI buildout. They also break down why higher fuel costs may soon show up in grocery prices, why the global diesel squeeze could last into 2027, how rising mortgage rates are pressuring home se...