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StockMarket.NewsOct 21, 2026 at 04:15 PM
AI companies have borrowed nearly half a trillion dollars in 2026, and the year isn't over
Borrowers tied to the AI buildout have priced close to $500 billion of new debt this year, per Bloomberg data and Goldman Sachs Research estimates
The hyperscalers alone have issued $194 billion so far in 2026, up from $108 billion in all of 2025, per Goldman
And they're only about 40% of the total. The rest is chipmakers, data center developers, utilities and project finance deals
$Oracle(ORCL.US), $Broadcom(AVGO.US) and $SpaceX(SPCX.US) are among the biggest borrowers, and there have been nine U.S. high-grade bond deals of $25 billion or more this year, the most ever per Bloomberg
Morgan Stanley expects AI-related debt issuance to reach nearly $570 billion for the full year
The AI boom started out funded by cash flow. It's increasingly funded by credit, and credit markets are less forgiving than stock buybacks. With $Meta Platforms(META.US) reporting tonight, how it plans to pay for its next round of capex matters as much as the capex number itself
Source: StockMarket.News
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StockMarket.NewsOct 21, 2026 at 01:05 AM
Larry Ellison didn't sell his $Oracle(ORCL.US) stock to fund the Warner Bros. deal. He borrowed against it instead
The WSJ reported tonight that Ellison put up shares of $Tesla(TSLA.US), SpaceX $SpaceX(SPCX.US) and Paramount Skydance this year to borrow more from banks and bankroll his son David's takeover of Warner Bros.
That came after he scrapped a plan in September to sell up to 50 million $Oracle(ORCL.US) shares, worth about $7.5B. Oracle said no stock was sold and he has no other plans to sell
An $Oracle(ORCL.US) proxy filing in September showed he pledged 67 million more shares as loan collateral than a year earlier, about $9.2B worth per Bloomberg, bringing the total to roughly 36% of his 1.16 billion shares
He also personally guaranteed $40.4B of the $111B deal per Reuters, and Forbes estimates he has sold just $4.7B of $Oracle(ORCL.US) stock this entire century
This is the buy, borrow, never sell playbook at its biggest. Selling triggers a tax bill and borrowing doesn't, but it ties a $111B media bet to the share prices of $Oracle(ORCL.US), $Tesla(TSLA.US) and $SpaceX(SPCX.US). If those slide hard, it's the banks asking for more collateral, not the other way around
Source: StockMarket.News
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Hardik ShahOct 19, 2026 at 02:25 PM
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA Wins Modal AI CPU Deal, Challenging Intel and AMD With Vera Chips - $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗡𝗩𝗜𝗗𝗜𝗔 secures its first CPU deal with AI cloud startup 𝗠𝗼𝗱𝗮𝗹.
➤ Modal will deploy 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗖𝗣𝗨𝘀 for AI agent workloads.
➤ Modal previously relied exclusively on 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 processors.
➤ Early testing showed Vera delivered 𝟮𝘅 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆.
➤ Modal recently raised $𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 at a $𝟭𝟱.𝟳𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 valuation.
➤ Modal expects to reach $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in sales over the next year.
➤ Modal's service usage tripled, while revenue surged over 𝟭𝟱𝘅 𝘆𝗲𝗮𝗿-𝗼𝘃𝗲𝗿-𝘆𝗲𝗮𝗿.
➤ NVIDIA projects at least $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Vera revenue this fiscal year.
➤ NVIDIA targets an estimated $𝟮𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 CPU market opportunity.
➤ 𝗢𝗽𝗲𝗻𝗔𝗜, 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰, 𝗢𝗿𝗮𝗰𝗹𝗲, and 𝗣𝗲𝗿𝗽𝗹𝗲𝘅𝗶𝘁𝘆 also plan Vera adoption.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ Signals NVIDIA's expansion beyond 𝗚𝗣𝗨𝘀 into Intel and AMD's CPU market.
➤ Vera's reported 𝟮𝘅 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 could accelerate adoption for AI agents.
➤ Creates a potential $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity for NVIDIA this fiscal year.
➤ Increasing CPU competition could pressure 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 in AI infrastructure.
➤ Modal's multivendor strategy preserves competition as newer 𝗔𝗠𝗗 and 𝗜𝗻𝘁𝗲𝗹 chips emerge.
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NewUser_hCn26Oct 15, 2026 at 01:39 PM
Hot September CPI data underscores sticky inflation, driving rate hike odds higher and triggering short-term yield spikes. High-multiple tech names face knee-jerk valuation compression, yet secular AI tailwinds remain intact—making selective dip-buying in oversold, high-conviction infrastructure leaders a compelling risk-reward play.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
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LazyCatNVIDIA Return RateGo Beyond!Oct 15, 2026 at 11:49 AM
It's a rough day for the market today where Korea, Japan and Taiwan experienced severe correction. With the CPI came in hotter than expected, market bumped up the expectations on fed tightening and rate hikes. As the market has repeatedly been questioning the ROI of AI capex of late, the CPI figures meant higher discount rates to reduce the present value assigned to future earnings and it became a trigger or excuse for the sell down which could jolly well be an excuse to take profits and par down risks.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
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NewUser_zS0M8w Nebius Return RateMicrosoftOct 15, 2026 at 07:57 AM
October Hike odds are back on as CPI came in hotter than expected and the markets certainly did not like that. Almost every major market started selling off last night and today, causing further pain for those holding stocks on the optical sector that has already been facing downwards pressure.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
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dingdongbellRate Of ReturnOct 15, 2026 at 07:31 AM
It’s good to have a market purge and let the bears have their day. Because there are too many of them around and until they become bulls, up we go again!
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...