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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.22:48 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. Micron’s stock is dirt cheap — and that’s igniting a fierce online debate22:16 Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron’s earnings power won’t hold up. Nvidia, AMD and other chip stocks rebound. Is the ‘violent’ AI selloff over?16:55 Analysts warn of further volatility ahead, though there are two new factors that work in the AI trade’s favor. |