Story thread · 3 reports / 3 sources

Wall Street Picks AI Winners and Losers as Credit Swaps Surge

financialpost.com · 13dShare

As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.

First report: Software split: AI creates clear winners and losers, Apollo says — seekingalpha.com, 15d