The next crash: why this time might not be different
https://www.ft.com/content/de2978b0-481c-4af5-9e77-9e34650fb20f
https://www.ft.com/content/de2978b0-481c-4af5-9e77-9e34650fb20f
A.I. Is Running on Borrowed Money
https://www.nytimes.com/2026/07/17/business/ai-spending-oracle-stocks-bonds.html
Risk is rising as big tech companies like Oracle — the ultimate financial source of the Ellison media empire — need to turn to the bond market for staggering sums to finance data centers.
https://www.nytimes.com/2026/07/17/business/ai-spending-oracle-stocks-bonds.html
Risk is rising as big tech companies like Oracle — the ultimate financial source of the Ellison media empire — need to turn to the bond market for staggering sums to finance data centers.
https://www.ft.com/content/fcbd9074-8870-4f04-b0a6-0c22a2aca70e
https://www.wsj.com/finance/investing/how-sky-high-deficits-threaten-the-bond-market-eeddd168
MY TAKE: The AI bubble could be worse than the dot-com bust by Vivekanand Jayakumar, The Hill - 06/16/26