AMZN META GOOGL MSFT ORCL AI CAPEX boom vulnerable to '2008-style' real estate squeeze - Jefferies. The multi-year artificial Intelligence c

AMZN META GOOGL MSFT ORCL AI CAPEX boom vulnerable to '2008-style' real estate squeeze - Jefferies. The multi-year artificial Intelligence capital expenditure boom is facing mounting credit and balance-sheet risks that markets have yet to fully price in, warned Jefferies. The bond market is beginning to take notice. Ten-year bond yield spreads over Treasuries have widened meaningfully for the major hyperscalers since early July. Link To Story from SEEKINGALPHA.com