Big Tech borrowing surge sparks fears over AI spending boom

00:01 - 19/02/26

We’re reaching an inflection point for AI adopters this year: Morgan Stanley’s Michelle Weaver

We’re at a point of ‘transformational change’ with AI, says Empower’s Marta Norton

Kettner: Investor concern right now is probably exaggerated

Strategist: AI’s ‘physical layer’ is ‘extremely undervalued’