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On November 10, Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, said that persistently high inflation may limit the Federal Reserve's ability to provide monetary policy support, even if tech stocks weaken. He noted that recent remarks by San Francisco Fed President Daly about the possibility of further rate hikes serve as a reminder to investors that they should not take it for granted that the Fed will ride to the rescue in the near term. Ahuja said that for capital-intensive AI projects, even if market demand meets expectations, higher financing costs and longer approval cycles could reduce project returns. He added that companies that need to raise new funds for existing projects that have not yet generated cash flow face not only project execution risks but also uncertainty over future financing conditions.
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