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Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse.

AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of Congress.

Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse.

We haven't written up this one. MarketWatch has the full story — the link below goes straight to it.

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Cautious Bank Outlook Weighs on Stocks Despite Strong Earnings

Despite strong Q3 profits, major banks warn of 2027 headwinds from data center debt and credit risks, weighing on bank stock sentiment.

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