Why This $600B AI Boom Might Crash Tech Stocks скачать в хорошем качестве

Why This $600B AI Boom Might Crash Tech Stocks

Everyone is celebrating a $600 billion AI boom — but almost no one is asking the most important question: how is it being funded? In this video, I break down the real risk behind Big Tech’s massive AI spending plans. After reviewing earnings calls, capital expenditure guidance, bond issuance data, and macro liquidity trends, one thing becomes clear: the AI build-out is colliding with a high-interest-rate world. Content Timestamp: Intro - 0:00 $600B Explained - 0:37 Funding via debt - 1:48 Rent comes due - 2:52 High rates impact - 3:52 Ai demand vs Profits - 4:53 Crowding out economy - 5:53 Treasury Problem - 6:35 Market Reaction - 7:26 Final Take - 8:43 In this video, we cover: Why $600B in AI capex matters How Big Tech is funding AI spending The impact of higher interest rates on tech valuations Why debt-funded growth changes the risk equation How AI spending could tighten liquidity across the economy Why this setup rhymes with past market cycles (but isn’t the dot-com bubble) This is a macro, capital-cost, and liquidity story — not a technology story. ⚠️ financial disclaimer: This content is not financial advice. It is for educational purposes only and represents personal opinions. Please do your own research and consult a licensed financial advisor before investing. #AI #TechStocks #StockMarket #Investing #Macro #ArtificialIntelligence #InterestRates