
All episodes
SCOUT· 34%4m·2026-10-16·Money

AI Boom Faces a Higher-Yield Roadblock
Thoughts on the Market · 1752
Our ABS Strategist Carolyn Campbell explains how rising borrowing costs are slowing the AI data center boom and what could drive a rebound in financing. Read more insights from Morgan Stanley. ----- Transcript ----- Carolyn Campbell: Welcome to Thoughts on the Market. I'm Carolyn Campbell, Morgan Stanley's…
Buzzmeter · cross-platform

34%
SCOUT
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 34%
- Community
- no read yet
- Value
- no read yet
Hive Vote · Skep listeners
New on SkepAwaiting the hive's first votes
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
Recent reviews
- No reviews yet — be the first.
Similar episodes from other shows
More like Thoughts on the Market →
Not scored yet
This Is What It Takes to Get a Data Center Financed
Odd Lots
45m ·

AI credit supply tests market capacity
Barclays Brief
9m ·

Not scored yet
Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI
The Real Eisman Playbook
59m ·

Not scored yet
For Data Centers, Power is the New Real Estate (Literally)
Motley Fool Hidden Gems Investing
23m ·
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.