
The Reopening Rally 11/10/25
Halftime Report
00:00
Debt-Fueled Phase of the AI Boom
Amy (panelist) warns the AI cycle is shifting from cash-funded to debt-funded CapEx and discusses risks if lenders pull back.
Play episode from 07:19
Transcript

Amy (panelist) warns the AI cycle is shifting from cash-funded to debt-funded CapEx and discusses risks if lenders pull back.