Moodys AI Spending Warning Threatens Credit Quality of Big Tech

Moody's just issued a stark warning: the AI capex binge by Amazon, Meta, and Alphabet is so massive it's starting to threaten their credit ratings. Lucas and Luna unpack the numbers — nearly $200 billion in combined AI spending this year — and explore why rising debt loads, falling returns on capital, and the highest bond yields in decades could create a hidden risk for the entire tech sector. They also connect the dots to the broader market: the S&P 500 at 7,412, the VIX hovering near 19, and a yield curve that's steepening. If mega-cap tech stumbles, what happens to the rest of the market? A grounded, number-heavy conversation about the trade-off between innovation and financial discipline. #Moodys #AISpending #CreditQuality #Amazon #Meta #Alphabet #BigTech #CorporateDebt #Capex #BondMarket #Finance #BearMarketPodcast #FexingoBusiness #BusinessPodcast #InvestmentRisk #Yields #DebtToEBITDA #Volatility Keep every episode free: buymeacoffee.com/fexingo