Edward Dowd says AI data center expansion may struggle to secure funding as private credit flows weaken and the market is effectively paused. He also flagged a

Edward Dowd says AI data center expansion may struggle to secure funding as private credit flows weaken and the market is effectively paused. He also flagged a 1986 low in the yen and said semis and tech hardware drove 820 bp of the S&P 500’s return this year.