The (https://www.marketwatch.com/story/the-rising-cost-of-capital-for-companies-today-is-starting-to-spook-the-stock-market-the-worry-is-the-spending-might-not-pay-off-de4c69e4?mod=mw_rss_topstories) is backwards. Sure, the 30-year at 5.15% makes every future dollar of AI capex less valuable—but the companies actually *spending* the capex (AWS, Azure, Oracle Cloud) have immediate, measurable cash conversion.

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