AI Debt Problems Grow as Another Tech IPO Crashes

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-20

The financial pressure on the AI industry is spreading. CoreWeave's borrowing costs are soaring, a South Korean AI data center company's stock plunged 32% on its first day of trading, and investors are questioning whether the massive infrastructure boom can generate enough revenue to justify its growing debt burden. Mike Armstrong and Paul Lane examine why debt-heavy AI companies are struggling to win over investors, what the failed Korean IPO could mean for Anthropic's upcoming public offering, and whether the Federal Reserve should be concerned about growing financial stress in the sector. They also discuss why active stock pickers...