corporate debt

U.S. equities are experiencing volatility as investors scrutinize the debt-fueled expansion of AI infrastructure companies like Oracle and Broadcom. These firms are taking on significant debt for multi-billion dollar AI initiatives, leading to stock price drops. Despite this pressure in the AI segment, the broader market shows resilience, with investors rotating into other sectors. The underlying enthusiasm for AI remains strong, contingent on demonstrable returns on investment and prudent financial management by infrastructure providers.