AI Is Booming. So Why Are Credit Markets Worried?

AI is transforming the world, but financial markets are beginning to question the price of that transformation. Rising credit default swap spreads, expensive borrowing, delayed IPOs and massive capital expenditure are raising concerns about the sustainability of AI valuations. As investors become increasingly cautious, the message from financial markets is clear: “Show me the money.” While tech giants compete to build AI infrastructure, Apple is taking a different approach by preserving flexibility. China's advancements in AI could further challenge the pricing power of American tech companies, while India's IT sector may find opportunities in AI adoption. Sanjay Sir explores how these developments are reshaping global markets and why a revolutionary technology doesn't always translate into a great investment.