New Delhi, Oct. 17 -- Financial markets are showing signs of increasing stress in funding the global artificial intelligence (AI) investment boom, with borrowing risks rising for companies involved in building AI infrastructure, according to a Jefferies research report.

The report highlighted a sharp increase in credit risk indicators for companies such as Oracle and CoreWeave, raising concerns over whether financial markets will continue to support the massive investments required for AI expansion.

In its GREED & fear research report titled "K-shaped stresses, AI tremors and the Houthis," Jefferies' Christopher Wood said investors should closely monitor borrowing conditions as companies continue to spend heavily on AI infrastructure. ...