NVIDIA launches a $500B partnership with Wall Street giants to fund AI data centers. Analyst David Bahnsen tells Stuart Varney that the massive circular credit program poses major risks to the tech sector.
David Bahnsen warns of circular credit risks as Nvidia launches a $500 billion AI financing program. The financial analyst tells Stuart Varney that partnering with Blackstone and BlackRock to fund earnings-poor tech customers dramatically heightens volatility. Bahnsen compares the massive scale of this sector’s debt expansion to previous market corrections, urging caution for retail investors.
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