FinanceBusiness & Enterprise11 min reading time

The market search for balance sheet cash cow 'quality' stocks is shifting with mega AI spend

CNBC
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AI-related investment in the U.S. is surpassing historic infrastructure booms, pressuring tech companies' cash flow and increasing corporate debt issuance into junk territory. This has shifted investor focus toward financial health metrics like free cash flow and return on equity amid rising interest rates and market caution.

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