Big Tech's debt boom: Here's what you need to know

um hyperscaler debt, it remains a big story. What can I tell you. I mean, there are more people who are putting out notes uh about it today and making comments on social media.I'm going to go through a couple because we always cite Michael Hartnet of Bank of America when he puts out notes related to the market. He says that being short hyperscaler bonds is a top trade for as their spreads have widened while cash flow has become insufficient to finance the AI buildout. He looks at the flow show note from Fri ...