BenzingaSeptember 1, 2026 at 3:22 AM NY3 days ago

NVDA Is Booming, But BlackRock Sounds the Alarm on a $100 Billion AI Debt Problem: Are AI Bottleneck Plays BE, VRT, MU the Next Winners?

BlackRock warns of $100B hyperscaler debt post-Nvidia Q2 earnings, urging a pivot to AI bottleneck stocks like chips and power.

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