Dossier
AI spending binge
Coverage of AI spending binge in the Nexus archive.
- Bond Vigilantes Are Back. What's Driving the Selloff and What's the Impact on Stocks?
The yield on 30-year US Treasuries reached a level high in almost two decades, reflecting investor angst. Experts are analyzing potential causes for the selloff, ranging from government debt concerns to Big Tech's AI spending binge. This analysis addresses whether these factors will derail global stock markets.