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Posted in
  • AI debt

AI Debt Boom Raises Questions on Repayment Timelines

Credit markets are flashing early warning signs around the companies building the infrastructure for artificial intelligence. On Yahoo Finance's 8:30, hosts Julie Hyman, Jake Conley, and Pras AI Debt Boom Raises Questions on Repayment TimelinesRead more

by jkmusichouse.com • October 11, 2026
Posted in
  • 60/40 portfolio

Why Portfolio Managers Are Rethinking the 60/40 Model Now

Rising interest rates and a widening federal deficit are forcing a hard reassessment of one of investing's oldest assumptions: that a mix of 60% stocks and 40% bonds reliably smooths out risk. In a Why Portfolio Managers Are Rethinking the 60/40 Model NowRead more

by jkmusichouse.com • October 10, 2026
Posted in
  • Broadcom

Broadcom's $42 Billion Credit Line Deepens AI's Circular Financing Web

Reuters reporting on Anthropic's IPO prospectus has surfaced a detail that reframes how deeply intertwined the AI buildout has become with its own financiers: Broadcom has agreed to lend Anthropic up Broadcom's $42 Billion Credit Line Deepens AI's Circular Financing WebRead more

by jkmusichouse.com • October 4, 2026

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