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Thoughts on the Market — AI Boom Faces a Higher-Yield Roadblock
Scout ratingSCOUT· 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…

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