The BIS warns that over $1 trillion in leveraged AI spending could trigger a credit market contagion, drawing dot-com parallels with implications for

The US Treasury warns AI investment mania mirrors the dot-com bubble, with over $20 trillion in wealth at risk and implications for crypto markets.

PIMCO warns AI disruption threatens software-heavy private credit portfolios, with BDC software exposure doubling in a decade and correlation risks rising.