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Oracle, Meta, xAI, CoreWeave move $120B of AI debt off books using Wall Street SPVs

Oracle, Meta, xAI, and CoreWeave are moving over $120 billion of AI data center spending off their balance sheets using Wall Street SPVs. These SPVs, funded by private capital from firms like Pimco and BlackRock, allow the companies to lease assets while keeping debt off their financial statements. This trend reflects the growing reliance on private credit markets for AI infrastructure funding.

Cryptopolitan·
US
META
+0.52%
US
ORCL
-1.53%
US
CRWV
-5.39%
Cryptopolitan·
US
META
+0.52%
US
ORCL
-1.53%
US
CRWV
-5.39%

The most memorable bank CEO quotes of 2025

In 2025, bank CEOs shared candid insights on industry challenges and company performance. Jamie Dimon of JPMorgan Chase warned of potential credit issues, likening them to 'cockroaches.' John Allison of Home Bancshares criticized stagnant banks, predicting shareholder action. Jane Fraser of Citi emphasized ongoing improvements despite past failures. Brian Moynihan of Bank of America faced unexpected comments from Trump on debanking during a Davos panel.

American Banker·
US
JPM
+0.88%
US
C
+1.11%
American Banker·
US
JPM
+0.88%
US
C
+1.11%

OFI Invest Asset Management Cuts Holdings in Analog Devices, Inc. $ADI

OFI Invest Asset Management reduced its holdings in Analog Devices, Inc. by 97.4% in the third quarter, now owning 552 shares worth $136,000. Despite this, other investors have been active in buying and selling ADI shares. Analysts have given the stock a "Moderate Buy" rating with an average price target of $287.22. Analog Devices reported strong quarterly earnings, with revenue up 25.9% year-over-year, and announced a quarterly dividend of $0.99 per share.

Market Beat·
US
ADI
+0.33%
Market Beat·
US
ADI
+0.33%

Off-balance-sheet financing of $120 billion! Tech giants team up with Wall Street to navigate AI infrastructure, with risks shifting towards private credit

To support the expensive AI computing power competition and maintain high-quality financial metrics, Meta, Oracle, xAI, and others have transferred over $120 billion in data center debt off-balance sheet through SPVs, attracting inflows from Wall Street and private credit. While this move protects ratings, it amplifies risks of opacity and potential contagion concerns, testing the sustainability of the AI boom

Wallstreetcn·
US
ORCL
-1.53%
US
META
+0.52%
Wallstreetcn·
US
ORCL
-1.53%
US
META
+0.52%

'The Biggest and the Baddest,' Says Investor About Alphabet Stock

Investor Justin Pope believes Alphabet (NASDAQ:GOOGL) is well-positioned to dominate the AI landscape, expecting it to become the world's largest company by 2026. Alphabet's significant capex in AI, strong net income, and thriving legacy businesses support this outlook. Pope highlights Alphabet's comprehensive AI ecosystem and reasonable valuation, suggesting potential for stock growth. Wall Street largely agrees, with a Moderate Buy consensus rating and a 12-month average price target of $326.41.

Tip Ranks·
US
GOOG
+1.40%
US
GOOGL
+1.48%
US
GGLS
-1.33%
Tip Ranks·
US
GOOG
+1.40%
US
GOOGL
+1.48%
US
GGLS
-1.33%
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