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<p>TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING

@fundstrat believes tighter credit markets are introducing discipline into the AI industry:

- Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble
- AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs
- Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has already declined, creating a natural check on spending</p>

TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING
@fundstrat believes tighter credit markets are introducing discipline into the AI industry:
- Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble
- AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs
- Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has a

TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING @fundstrat believes tighter credit markets are introducing discipline into the AI industry: - Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble - AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs - Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has already declined, creating a natural check on spending

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