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Jul 08 2026
Macro Monitor

AI Funding Goes Public—The Risk Follows

  • Jul 8, 2026

The dot-com era was mostly a public-market event, while the AI boom has been largely funded through the balance sheets of hyperscalers and private capital. That distinction is quickly eroding. Once quietly contained on private balance sheets, the risk is now going public.

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About The Author

Chun Wang / Director of Multi-Asset Strategies

Chun Wang Director of Multi-Asset Strategies

Chun is the Director of Multi-Asset Strategies for The Leuthold Group, LLC. He also serves as a Co-Portfolio Manager across a range of Leuthold investment portfolios.

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