Market sentiment remains fragile as hotter US inflation, mixed bank earnings and growing concerns over AI financing test investors’ appetite. CoreWeave’s sharp stock and bond selloff has exposed an uncomfortable question: how long can the AI infrastructure boom rely on external financing before investors demand stronger returns?
Money has moved towards US Treasuries and less technology-heavy stocks, but a slowdown in AI investment could reach far beyond chipmakers and cloud providers, affecting earnings, hiring and economic growth.
This week, tech earnings led by Meta will put those nerves to another test. Strong spending plans could reassure investors about demand while deepening concerns over financing. More cautious plans could ease those worries but hurt companies counting on the money.
Watch the full episode to find out more!
Intro0:50 Tech appetite in question
4:31 Investors move to US Treasuries and non tech
7:55 Watch tech earnings this week!









