(Bloomberg) -- The S&P 500 is set to break a historic weekly run of gains as the artificial-intelligence trade takes another leg lower, with investors also expecting payrolls data to affirm that interest rates will stay higher for longer.

Once reliable buyback providers, hyperscalers have become dependent on credit to fund their spending...

"We may be approaching the point where optimism around the long-term positive impact of the AI buildout is going to crash against a wall of higher yields, higher inflation and…