00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Analysts warn that surging debt tied to AI spending mirrors past bubbles, according to Axios.
00:07Big tech is using private debt in special purpose vehicles, which shows to be reflected on balance
00:11sheets.
00:12MEDA is seeking $29 billion via private capital for data centers, while Oracle recently raised
00:17$18 billion in public debt.
00:19TS Lombard's Dario Perkins likened the off-balance sheet financing to the subprime era, saying
00:24its signals risk is being shifted out of sight.
00:26He argues today's debt-fueled expansion resembles the late-stage dot-com bubble, with firms
00:31spending aggressively despite uncertain returns.
00:33Professor Paul Kodrowski, out of the masking-eyed debt for credit agencies, shows companies
00:37fear scrutiny, calling it a warning sign of a late-cycle market.
00:41For all things money, visit Benzinga.com.
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