AI Is Starting to Break Balance Sheets
About this episode
Chase discusses the impact of AI capital spending on corporate balance sheets and market dynamics.
July 9, 2026 – AI investment continues to accelerate, but the cost of competing may be rising faster than investors realize. Chase explains why massive AI capital spending is putting pressure on corporate balance sheets, why Oracle's credit downgrade matters, how new equity issuance could affect markets, and what investors should watch next.
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