AI investment and leverage risks shape the market outlook 8/12/26

AI infrastructure spending accelerates as strong earnings and surging demand support the next phase of the buildout. Plus, private credit and new financing structures are helping fund massive capital needs across AI and space. Later, rising leverage, inflation risks and Fed uncertainty raise questions about how long the investment boom can continue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.