And the fear factor is real in assessing the risk scenario and the debt the companies are taking on in issuing bonds. There’s economic debt versus balance-sheet debt to contend with, the shift from an asset-light model to an asset-heavy model, and the risk that this surge in spending won’t translate into revenues—or they won’t translate into revenues fast enough. The stock market appears to be moving on a hair-trigger any time there’s a spark of AI-related news, which means every quarter is a bit of a guessing game in terms of how stocks will respond.
Thousands of Chinese boats mass at sea, raising questions
Капитан СКА Плотников провел 1000-й матч в КХЛ20:07，更多细节参见TikTok
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