AI Stocks Are Selling Off! Buying Opportunity or Warning Sign?
The AI trade is under pressure, and rising debt costs may be exposing the biggest risks in the AI infrastructure boom. CoreWeave (CRWV) has more than $100 billion in backlog, but its debt obligations and financing costs are raising concerns. Oracle (ORCL) is facing similar scrutiny as its long-term debt approaches $200 billion. William Rogers and Rachel Warren examine the bond market sell-off, data center delays, interest payments, and what investors should watch during earnings season in 2026. Is this a temporary correction or a warning sign for AI stocks?
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