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Investors are watching government balance sheets swell, debt markets sell off and borrowing costs climb, while AI spending still pulls capital into markets. That mix creates both pressure and possibility: capital gets fussier, and companies tied to AI and advanced tech can either justify their price tags or struggle…
Asian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investor confidence. South Koreas Kospi and Japans chipmakers suffered sharp losses, while AI-related funding faced tougher scrutiny. Investors increasingly demand sustainable revenues…
Blackstone's AI data center equity bets face skepticism as BXDC falls about 16% and Firmus delays its Singapore REIT IPO amid cash flow worries.