SpaceX’s new bonds are flashing a warning sign, as investors pump the brakes on AI frenzy
THE SO WHAT
SpaceX’s $25B bond deal landing just as investors “pump the brakes” on AI shows credit markets are getting choosier about which hard-tech and AI-adjacent stories they fund. If you’re raising for infra-heavy plays, assume debt and late-stage equity will demand clearer cash-flow paths than they did 12 months ago.
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