Fitch Sounds AI Credit Alarm! As CDS Overtakes EPS as a Market Indicator, Credit Discipline, Cash Flow, and Real Returns Reshape the Global AI Bull Market
Fitch has warned that the AI investment boom and its potential correction are becoming significant global credit risks, as soaring valuations of technology companies and unprecedented AI spending may have surpassed the uncertain returns in the future.
智通财经•2026-07-29 12:36