CMBS Investors Push Back Against AI as 'Luddite Trade' Spreads
Tech companies are aggressively borrowing through commercial mortgage-backed securities (CMBS) to finance their artificial intelligence initiatives, but investors are increasingly skeptical of these debt-funded expansion plans. This growing wariness is spreading even into smaller markets, with some investors adopting a cautious stance they've labeled the 'Luddite trade' in response to what they view as unsustainable AI spending.
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CMBS Investors Push Back Against AI as ‘Luddite Trade’ Spreads
Tech companies are aggressively borrowing through commercial mortgage-backed securities (CMBS) to finance their artificial intelligence initiatives, but investors are increasingly skeptical of these debt-funded expansion plans. This growing wariness is spreading even into smaller markets, with some investors adopting a cautious stance they've labeled the 'Luddite trade' in response to what they view as unsustainable AI spending.
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