Dec. 15, 2025

AI Reality Check: Data Centers, Debt, and the Great Market Rotation

AI Reality Check: Data Centers, Debt, and the Great Market Rotation
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AI Reality Check: Data Centers, Debt, and the Great Market Rotation
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In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the shifting narrative around the AI revolution. After months of relentless optimism, investors are starting to question the neck-breaking pace of data center buildouts, rising debt levels, and whether many AI-focused companies are simply overvalued or just too early.

These concerns have sparked a market pullback and a notable rotation of capital across sectors. We walk through the full story behind the selloff, explain why higher leverage in AI infrastructure is suddenly in focus, and identify exactly where investors moved their money this week.

If you want to understand what’s really driving today’s volatility and how the AI trade is evolving beyond the hype this is an episode you won’t want to miss.

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