Key TakeawaysGermany's likely next Chancellor, Friedrich Merz, faces scrutiny for leveraging national debt, with accusations of prioritizing welfare and tax cuts over crucial investments, despite plans to inject hundreds of billions into defense and infrastructure.Investor anxiety is growing over Big Tech's massive AI capital expenditures, which are increasingly financed through debt, signaling a shift towards more leveraged balance sheets for industry giants like Meta (META), Alphabet (GOOGL), and Oracle ( ...