George Catrambone

US hyperscalers have issued roughly $220 billion in AI-linked debt as of mid-August 2026, up from $12.5 billion a year earlier, a 17x increase, and bond investors are demanding wider spreads, with Ama…

S&P downgraded Oracle to BBB- on July 9, one notch above junk, as a $250 billion data-centre expansion plan burns through cash, with free cash flow turning deeply negative at nearly -$24 billion in th…