(https://www.marketwatch.com/story/its-the-worst-time-in-years-to-invest-in-ai-credit-markets-almost-no-upside-and-plenty-of-downside-a200d5c7?mod=mw_rss_topstories) just landed — researchers flagging almost no upside and plenty of downside in financing the datacenter capex bonanza. Here's what matters: when AI capex credit spreads blow out, the first casualties aren't the chips.

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