AI data centre debt slides toward stressed levels as investors flee
Published 2 d ago3 sourcesEvidence: Reported
U.S. Treasuries are leading a global fixed-income rally as investors rotate out of risky assets, particularly technology stocks, into safe-haven bonds. The move reflects rising risk aversion amid a tech-sector correction, though the trigger and duration remain uncertain.
US equities are experiencing a downturn, primarily driven by a significant selloff in AI-linked stocks and growing concerns over AI infrastructure debt. This has prompted a confirmed flight to safety, with US Treasuries posting their best week since February despite persistent inflation. The sustainability of this market rotation and the broader impact of AI financing concerns remain key uncertainties.
Published 2 d ago3 sourcesEvidence: Reported
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