According to Edward Dowd, debt markets are struggling to absorb recent AI-related issuance, making future financing more difficult and costly for the sector; Source: Edward Dowd on X, Nov 7, 2025. Dowd alleges that OpenAI leadership is seeking government support, asserting that investors are questioning the ultimate return on capital-intensive AI spending; Source: Edward Dowd on X, Nov 7, 2025. He opines the AI bubble may be popping and states that any federal backing would only delay repricing; Source: Edward Dowd on X, Nov 7, 2025. For traders, Dowd’s remarks highlight potential risk to AI-exposed equities and broader risk sentiment that can influence crypto markets, warranting closer monitoring of funding conditions and policy headlines; Source: Edward Dowd on X, Nov 7, 2025.