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Strategies & Market Trends : World Outlook

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To: Les H who wrote (48541)10/26/2025 1:15:23 PM
From: Les H   of 48648
 
AI Boom: Debt vs. Equity
Torsten Sløk

Apollo Chief Economist

"... data center financings and the AI boom are ultimately financed by the rise in equity prices of the Magnificent Seven,"

" As a result, the transmission mechanism for monetary policy has been broken for data centers, and Fed hikes have not slowed down the AI boom."

AI Boom: Debt vs. Equity - Apollo Academy
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