The AI Debt Crisis Has Already Begun (Your 401K Is Next)

Half a trillion dollars. Borrowed. In one year. That’s what’s fueling the AI boom, and the debt sits with the same companies that make up most of your 401(k). Wall Street’s smoke alarm is already going off. The cost of insuring Microsoft, Alphabet, Amazon and Broadcom debt against default just hit record highs. Private credit defaults climbed to 6.3%, up every quarter this year (but surely nothing to see here). Meanwhile China’s AI darlings lost $480 billion in four months. The difference? America financed its bubble with debt, then spread that debt into your annuity, your pension and your bank. Ring any 2008 bells?

So when the promises break, who do you think gets the bill?

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ITM Trading has spent nearly 30 years helping clients prepare for monetary resets, inflation, and systemic risk using physical gold and silver. We focus on education, historical context, and strategies designed to protect wealth when trust in the system breaks down.