Date: October 13th, 2026 6:27 PM
Author: me mum died in the holly (TT6)
Rates went up a full point for US govt debt.
It has gone up more for riskier debt. So being priced 2% higher is just the new norm for capital, plus ya there has been hundreds of billions poured into AI debt, debt holders want some extra yield for concentration risk.
None of this highlights any new risk/doubt on AI.
(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188605)