Credit Stress in the AI Boom: When Debt Becomes the Market's Achilles Heel

About this episode

The AI bull market is running headfirst into a wall of corporate debt, with credit stress signals flashing in some of the sector's biggest names. We explore how rising borrowing costs and ballooning debt loads could unwind the AI trade faster than most investors expect. Today's Stocks & Topics: The Goldman Sachs Group, Inc. (GS), Sterling Infrastructure, Inc. (STRL), Market Wrap, Lennar Corporation (LEN), Credit Stress in the AI Boom: When Debt Becomes the Market's Achilles Heel, 401(k) Rollover, Unum Group (UNM), Tempus AI, Inc. (TEM), Raymond James Financial, Inc. (RJF), Amcor plc (AMCR), Healthcare Premiums. Our Sponsors: * Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com * Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com * Check out Quince and use my code INVEST for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands