AI May Be The Boom, But Private Credit Could Be The Fuse
2026-03-19 16:45:00 ET
The market is mostly analyzing two stories in isolation. One is the AI infrastructure boom: chips, power, campuses, GPU clouds, AI factories, and multi-hundred billion-dollar capex plans. The other is the quiet stress beginning to show up in private credit: gated vehicles, semi-liquid funds meeting hard redemption limits, widening skepticism around marks, and a general reminder that illiquid assets cannot offer liquid experiences forever....
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AI May Be The Boom, But Private Credit Could Be The FuseNASDAQ: ARTY
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