The Debt Bubble No One Is Watching Is About to Pop While Wall Street fixates on the stock prices of Big Tech, a deeper rot is spreading through the underbelly of the financial system. The AI-driven disruption of the traditional software industry isn’t just a tech story—it’s a credit market time bomb. The very debt structures that funded Silicon Valley's meteoric rise may now be its Achilles' heel. According to Morgan Stanley analysts and a flurry of institutional research, the AI revolution could destabilize the leveraged loan market, particularly among heavily indebted software companies. That’s not just bad news for a few private equity funds—it’s a systemic risk hiding in plain sight. Software’s Rise Was Built on Cheap, Leveraged Debt…
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