If you thought the AI bubble was worrying, it’s because we hadn’t entered its next phase: debt
Big technology companies have issued $75 billion in bonds and loans between September and October 2025: Meta leads with 30,000 million. Followed by Oracle (18,000 million in bonds plus a loan of 38,000 million). And Broadcom (27 billion). The figure is equivalent to what these three companies used to borrow in an entire year. Why … Read more