Fidelity 的 Timmer：AI 泡沫风险不在股票估值，而在债务

Fidelity director of global macro Jurrien Timmer says any AI bubble may sit in debt markets, not stocks. Yields on AI cloud provider CoreWeave’s bonds topped 15% last week, even as equity valuations fall. Equity valuations are falling as earnings grow, which Timmer finds reassuring. Credit investors, however, are prici…