Goldman Sachs Asset Management is underweight major AI borrowers as a projected $10.3T US AI infrastructure boom drives a massive wave of bond issuance! KEY HIGHLIGHTS: • US AI infrastructure capital demand could reach $10.3T through 2032, triggering heavy bon

Goldman Sachs Asset Management is underweight major AI borrowers as a projected $10.3T US AI infrastructure boom drives a massive wave of bond issuance! KEY HIGHLIGHTS: • US AI infrastructure capital demand could reach $10.3T through 2032, triggering heavy bond issuance alongside rising borrowing costs • 10-year Treasury yields reaching 5.11% increase debt burden risks for tech giants, with Amazon $AMZN deploying $173B in capital expenditures • Seeking Alpha Quant Ratings highlight fundamental divergence among tech leaders, scoring Amazon $AMZN as a Strong Buy while rating Alphabet $GOOG as a Hold THE RATING: Robust fundamental execution keeps $AMZN rated a Seeking Alpha Quant STRONG BUY despite debt repricing risks, while$GOOG sits at a HOLD as markets evaluate capex and rate headwinds. Will rising Treasury yields and massive AI debt issuance slow down major tech stock momentum, or are fundamental growth prospects strong enough to power through higher rates? Drop your take below! ▻