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Cracks in the A.I. Borrowing Binge

By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi and Ian Mount

2 November 2026 at 12:36

Investors are growing increasingly concerned about the debt-fueled spending spree at the heart of the artificial intelligence buildout.

Tech stocks suffered a brutal sell-off last month as artificial intelligence jitters consumed corners of the market.