After the ABB of $1.75 billion yesterday, SoftBank is reportedly close to arranging $40 billion in debt for OpenAI. The credit stack tied to AI capex is growing - and so is the counterparty risk.
3 h ago 7 7
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
yesterday 12 12
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 14 8
Three aligned publications on July 17 - TechCrunch, The Verge, Vergecast podcast - turn the App Store dispute into a scheduling risk for OpenAI's IPO.
Jul 17, 2026 at 22:03 24 8
MIT Technology Review documents the rise of the risk of sabotage of weather data. An invisible critical infrastructure whose AI models - climate, energy, agricultural - become the downstream.
Jul 17, 2026 at 14:19 13 8
BBB-, the last step before the speculative category. S&P does not downgrade Oracle for its results, but for the structure of its bet: $90-95 billion in capex and a single client that accounts for half of the commitments.
Jul 14, 2026 at 22:30 32 7
