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AI infrastructure credit risks are spreading, weighing on both U.S. stocks and the crypto market, QCP Capital said in a recent report.
QCP Capital said market concerns over debt-reliant companies are spreading across the broader cloud infrastructure industry. The firm added that fiscal risks in European countries including Germany and France have come into focus, while renewed conflict in the Middle East has sent oil prices to a five-month high, adding to inflation uncertainty.
It also said expectations for a Federal Reserve rate cut in December have weakened, driving flows into safe-haven assets such as U.S. Treasuries. Bitcoin, it added, has yet to break away from its role as a risk asset and is weakening alongside U.S. stocks. QCP Capital said funding risks for AI infrastructure companies and demand for safe-haven assets will be key drivers of price volatility going forward.