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And the fear factor is real in assessing the risk scenario and the debt the companies are taking on in issuing bonds. There’s economic debt versus balance-sheet debt to contend with, the shift from an asset-light model to an asset-heavy model, and the risk that this surge in spending won’t translate into revenues—or they won’t translate into revenues fast enough. The stock market appears to be moving on a hair-trigger any time there’s a spark of AI-related news, which means every quarter is a bit of a guessing game in terms of how stocks will respond.

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Time

According to a person familiar with discussions, the feeling inside Anthropic is that it is disliked by some in the Trump administration as its chief executive has not been among the tech leaders to donate large sums to Trump or publicly praise him.

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