The Private Credit Crisis That's About To Crush Tech

TalkMarkets - Thu, 03/12/2026 - 19:20
Private credit funds are locking redemptions as Deutsche Bank hits new lows, signaling a liquidity crisis for the AI sector. This credit crunch threatens to halt data center expansion and hammer tech stocks reliant on debt financing.

Scarcity Is Winning

TalkMarkets - Thu, 03/12/2026 - 19:00
Scarce sectors like energy and utilities are crushing abundant industries like technology, delivering 12.31% year-to-date gains compared to just 3.55%. Investors are favoring supply-constrained businesses over easily scalable ones.

US Stocks Close Deep In Red, Dow Tumbles 739 Points On War Jitters

TalkMarkets - Thu, 03/12/2026 - 18:40
The Dow plunged 739 points as US-Iran conflict fears drove oil toward $100, hammering tech stocks. While energy giants ExxonMobil and Chevron bucked the trend, markets now look to the Fed as inflation risks mount.

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