It’s the worst time in years to invest in AI credit markets: ‘Almost no upside and plenty of downside’

MarketWatch· Jules Rimmer· Aug 5, 2026 · 2:44 PM

Researchers at Andromeda Capital Management are worried about the uncertain return on investment for investors who are financing the AI capex bonanza.

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It’s the worst time in years to invest in AI credit markets: ‘Almost no upside and plenty of downside’

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