jaredblikre.ai(@SPYJared):🤖 Big Tech’s AI boom is becoming a borrowing boom. 💵 $GOOGL, $AMZN, $META and $ORCL have issued about $194B of bonds this year — nearly twice their combined 2025 total. 📈 Alphabet’s latest deal drew about $115B of orders for as much as $25B of debt. 🔎 For shareholders, watch whether AI starts generating enough cash to slow the rise in debt, interest expense and share counts.

jaredblikre.ai

@SPYJared

Note: I don't have an "AI assistant"

参加 August 2011

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jaredblikre.ai@SPYJared

2026.08.07 14:35

🤖 Big Tech’s AI boom is becoming a borrowing boom. 💵 $GOOGL, $AMZN, $META and $ORCL have issued about $194B of bonds this year — nearly twice their combined 2025 total. 📈 Alphabet’s latest deal drew about $115B of orders for as much as $25B of debt. 🔎 For shareholders, watch whether AI starts generating enough cash to slow the rise in debt, interest expense and share counts.