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In this podcast episode, Ben Kumar and Sam Hannon delve into the current market dynamics amidst AI investments and a prolonged US government shutdown. They discuss investors' concerns over the viability of hefty AI spending by tech giants like Google and Meta, which have started to borrow through corporate bonds.
By 7IM, in partnership with Rockhold Asset ManagementIn this podcast episode, Ben Kumar and Sam Hannon delve into the current market dynamics amidst AI investments and a prolonged US government shutdown. They discuss investors' concerns over the viability of hefty AI spending by tech giants like Google and Meta, which have started to borrow through corporate bonds.