Tag: Debt
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The video highlights the massive borrowing by big tech companies to fund their AI infrastructure, raising concerns about an impending economic crash. Companies like Amazon, Google, Meta, and Oracle have collectively issued hundreds of billions in debt this year alone, totaling over $6 trillion. Despite this massive borrowing, there is skepticism about the actual demand…
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The video begins with veteran strategist Ed Yardeni advising investors to reconsider their heavy overweighting in tech stocks, particularly the “Magnificent Seven,” which have dominated the market for over a decade. Yardeni highlights increasing competition among these tech giants, especially with new entrants like Google’s Gemini 3 and DeepSea’s AI models challenging the status quo.…
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Ed Yardeni, Ray Dalio Share 2026 Outlook on AI, Debt | Insight with Haslinda Amin 12/8/2025 Source link