AIET Techabout 3 hours ago
Rising Costs Signal Risks for AI Expansion
3 min read
A Jefferies report warns that rising borrowing costs threaten global AI expansion, citing increased credit spreads for Oracle and CoreWeave. It predicts earnings growth for AI stocks will moderate from 100 per cent in 2026 to 30 per cent in 2027 and 22 per cent in 2028.
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