Credit Appetite Weakens
−0.7%
Investors become more selective about AI infrastructure leverage after digesting the size of Anthropic’s commitments to Google compute and chip capacity. The deal still has strategic backers, but debt-market discipline reduces enthusiasm for the broader AI capex trade.
What it moves
- Technology−1.4%
- Industrials−0.3%
- Riskier companies' borrowing costs
- Market volatility
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