'The Paradox of the AI Boom'... Will the Stock Market Boosted by AI Die From Interest Rates Raised by AI?

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This study analyzes the market situation in which increased corporate bond issuance resulting from large-scale investments by AI companies is causing long-term interest rates to rise, thereby threatening the value of technology stocks. It explains the vicious cycle in which rising interest rates reduce the future earnings value of AI companies and increase stock market volatility, and emphasizes the importance of the interest rate cycle as an in…