The AI Bubble Is Now A Debt Disaster
Shownotes
Amazon just spent more than $77 billion on AI and saw $42.4b in cash OUTFLOWS. Alphabet has now lost more than $500b in market value following its largest one-day stock decline ever. Microsoft, meanwhile, is offering voluntary buyouts to more than one-quarter of its global workforce as it attempts to contain costs and fund its own massive AI investments.
These aren’t weak, speculative startups.
Yet even they are conserving cash, finding new forms of financing and forcing investors to confront spending commitments that seem to grow after every earnings report.
Credit markets have noticed.
Eurodollar University's Money & Macro Analysis
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https://www.bloomberg.com/news/articles/2026-10-30/tech-firms-debt-protection-costs-are-surging-on-profit-concerns?srnd=phx-industries
https://www.youtube.com/watch?v=_5zJLOI_74c
https://www.youtube.com/watch?v=hbD8XlrwN_w
https://www.youtube.com/watch?v=pJZ-ykYxN1M
https://www.youtube.com/watch?v=A-dxxTV1b_o
https://www.youtube.com/watch?v=RdpG_BJ1ym0
https://www.youtube.com/watch?v=A-dxxTV1b_o
https://www.youtube.com/watch?v=0jU4nLhCeWY
https://www.youtube.com/watch?v=tblanUooRQg
https://www.youtube.com/watch?v=wnEazOCvnSc
https://www.reuters.com/video/watch/idRW455330102026RP1/
https://www.reuters.com/video/watch/idRW074516102026RP1/
https://www.facebook.com/WorldNewsTonight/videos/tech-stocks-plunge-while-oil-companies-rake-in-huge-profit/1435869257948954/
https://www.foxnews.com/video/6402875686112
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