Benzinga(@Benzinga):“Big Short” investor Steve Eisman (@EismanPlaybook) says off-balance-sheet financing is “back with a vengeance” in AI. He points to Oracle ($ORCL) and Meta ($META), saying SPVs and guarantees resemble structures seen in the Enron and 2008 eras.

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Benzinga@Benzinga

2026.09.28 18:29

“Big Short” investor Steve Eisman (@EismanPlaybook) says off-balance-sheet financing is “back with a vengeance” in AI. He points to Oracle ($ORCL) and Meta ($META), saying SPVs and guarantees resemble structures seen in the Enron and 2008 eras.