🫧 Is the AI boom a bubble waiting to pop? Here’s what history says // Japan Times
｢ The potential for credit risk in the AI trade is making some investors nervous. After Oracle sold $18 billion in bonds on Sept. 24, the stock plunged 5.6% the next day and it’s down 37% since then. Meta, Alphabet and Oracle will need to raise $86 billion combined in 2026 alone, according to an estimate by Societe Generale ｣