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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", mungofitch asked the members: "As for why the purchases stopped (for a while), perhaps the recent acquisition was seen to be somewhat counter to the capital allocation plans that Mr Buffett thought had been promised?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: Steve203 ⎊❂🐝 HONORARY
SHREWD   😊 😞
Number: of 4624 
Subject: Debt kills
Date: 10/09/26 1:43 AM
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No. of Recommendations: 11
Oracle's $18 Billion AI Loan Sells at a Discount, Banks Forced to Swallow a Hot Potato

Oracle's $18 billion syndicated loan for its Project Jupiter data center in New Mexico has stalled in distribution, with banks quoting the debt at 89 to 91 cents on the dollar,

finance.biggo.com: Oracle's $18 Billion AI Loan Sells at a Discount, Banks Forced to Swallow a Hot Potato

Pimco Seeks to Sell Parts of $14 Billion Oracle Data Center Debt

bloomberg.com - Pimco seeks to sell parts of billion oracle data center debt

Research Update: Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A-2' On Rising Business Risk And Weaker Cash Flow; Outlook Stable

S&P Global: Ratings En Regulatory

And, today:

Oracle stock falls on more debt to fund AI chip buying, OpenAI revenue disclosure

Oracle (ORCL) stock fell 5% on Thursday following OpenAI disclosing softer revenue as well as a Wall Street Journal report detailing how the enterprise cloud provider and other tech companies are preparing to tap debt markets to fund the ongoing AI infrastructure build-out.

finance.yahoo.com - Oracle stock falls on more debt to fund AI chip buying openai revenue disclosure

We old pharts have seen this scenario repeat: fibre network operators, utility companies, chip makers, mortgages. Debt inflated bubbles kill. The AI players knew it was going to blow up a year ago, and started lobbying for a government "backstop".

Steve
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