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jaredblikre.ai
@SPYJared
Note: I don't have an "AI assistant"
๊ฐ€์ž… August 2011
1.3K ํŒ”๋กœ์ž‰ ์ค‘    8.8K ํŒฌ
๐Ÿค– Big Techโ€™s AI boom is becoming a borrowing boom. ๐Ÿ’ต $GOOGL, $AMZN, $META and $ORCL have issued about $194B of bonds this year โ€” nearly twice their combined 2025 total. ๐Ÿ“ˆ Alphabetโ€™s latest deal drew about $115B of orders for as much as $25B of debt. ๐Ÿ”Ž For shareholders, watch whether AI starts generating enough cash to slow the rise in debt, interest expense and share counts.
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