debt

Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.

From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …

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Money printing begins on December 12. How can the Fed cut rates for weakness while claiming growth is stronger than expected? A sign liquidity in the banking system is too tight? Trillions in U.S. debt that expires in 2026. The Fed’s dual mandate has become a dual trap.

https://twitter.com/NorthmanTrader/status/1998841788585365948 Fed Chair Powell: Total PCE rises rose 2.8% over the 12 months ending in September. Excluding the volatile food and energy categories, core PCE prices also rose 2.8%. These readings are higher than earlier in the year, as inflation for goods has picked up, reflecting the effects… pic.twitter.com/q8MPm5lCA6 — FactPost (@factpostnews) December 10, 2025 …

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U.S. Household Debt Reaches $18.59 Trillion; When six figures isn’t enough, the system is broken. Side hustles and selling stuff to survive on a high income? It’s not a personal failure; it’s a designed collapse of the middle class.

via halturnerradioshow America’s household debt hit $18.59 trillion with a $197 billion Q3 spike this year.   Many people are calling this  “the elite’s silent war on the middle class.” That’s $136,000 per household and an increase of $1,500. Mortgages, car loans, and credit cards are chaining families while the politicians in DC print trillions for …

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AI is spending like crazy, adoption is tiny, debt is piling up. Goldman says 1997 vibes. Are we ignoring the warning signs?

Goldman Sachs says the AI boom now looks like tech stocks did in 1997, several years before the dot-com bubble burst. The bank flagged five warning signs from the late 1990s investors should watch: peak investment spending, falling corporate profits, rising corporate debt, Fed rate cuts, and widening credit spreads. The Warnings Today Investment spending: …

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China’s Real Estate Collapse Sends Local Debt To Record $18.9 Trillion

China's Real Estate Collapse Sends Local Debt To Record $18.9 Trillion https://t.co/htlQos8qIF — zerohedge (@zerohedge) December 4, 2025 Almost 20 years ago, when the Lehman/AIG collapse and the ensuing global financial crisis sent the world into a brief but acute depression, it was China’s massive debt-fueled growth dynamo that kick started the world economy and …

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BRICS nations dump U.S. debt and grab gold and the move feels like a direct challenge to the American empire’s final chapter

via theburningplatform “China has been understating its gold reserves by possibly a factor of 10. I believe this is the biggest story in world finance. The West is either asleep at the wheel or ignoring it.” – Dominic Frisby The Financial Times reported that China is under-reporting their gold reserves, subversively hiding the fact they have accumulated …

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Japan and China are dumping U.S. debt. Tether is jumping into the worldwide gold rush. Gold remains one of the strongest hedges against relentless government and central bank policies

⚠️China is DUMPING US Treasuries: China has sold $32 BILLION of US government bonds in 3 months, bringing its total to $700.5 billion, the lowest in 17 YEARS. China’s holdings have declined +$600 billion since 2013. China is diversifying from USD 👇https://t.co/PbgYVyVclh — Global Markets Investor (@GlobalMktObserv) November 29, 2025 The crypto industry is now …

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A runaway debt machine keeps the economy alive while it drains nearly one third of what your money used to buy

The US is officially in a debt spiral, the government refuses to stop spending because it can't without causing a massive depression (capitalism). Life feels worse because it IS worse.pic.twitter.com/LDXHs9efGZ — Darth Powell (@VladTheInflator) November 24, 2025 Government spending has stolen 28.42% of your purchasing power since 2020 https://t.co/zALRP7G1ST pic.twitter.com/87bqJb8564 — Darth Powell (@VladTheInflator) November …

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The debt situation in the US and Europe is unsustainable. Och, wait…

The debt situation in the US and Europe is unsustainable. Och, wait… pic.twitter.com/DdQ6Ty80kQ — Michael A. Arouet (@MichaelAArouet) November 24, 2025 Bloomberg recently reported that Beijing is preparing to mobilize over 1 trillion yuan in loans from state-owned and policy banks to help local governments clear overdue payments to private enterprises. On the surface, this …

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Google, Amazon, Meta, Microsoft, and Oracle issued $88B in debt in the last 3 months, topping the $66B from the prior 3 years.

Amazon joins Big Tech bond rush with $12bn debt sale Ecommerce group’s first US bond in three years comes as it cranks up spending on artificial intelligence infrastructure Amazon is seeking to raise $12bn in its first US bond sale in three years, becoming the latest big tech group to turn to debt markets to …

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DOGE shuts down while America adds $2.1 trillion in new debt at $6.5 billion a day for 326 straight days

Politicans and the courts killed it before US citizens could actually experience the benefits Now we have to keep watching the deficit slowly eat away at our fiscal future pic.twitter.com/fObg99Rj5a — Illiquid Insights (@IlliquidInsight) November 23, 2025 The US has officially added +$2.1 TRILLION of debt since the Department of Government Efficiency (DOGE) was formed …

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The companies driving the A.I race are stuffed with debt, bond investors starting to demand higher premiums

A.I DEBT BUBBLE Amazon (AMZN): The highest total debt at $160.4 billion. Microsoft (MSFT): Total debt stands at $120.4 billion, Meta Platforms (META): $51.1 billion in total debt Alphabet (GOOG/GOOGL): $44.2 billion total debt, CoreWeave (CRWV): Total debt at approximately $14 billion (extreme leverage- Insurance spreads have skyrocketed and default bets sit at 40% next …

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Banks raise limits faster than people can borrow

Credit card companies just handed out $1.5 trillion in new credit limits since 2020 but Americans only actually borrowed an extra $430 billion. That gap $4.1 trillion in unused credit tells you everything you need to know about what banks are doing right now.​​ Imagine your bank raises your credit limit from $5,000 to $8,000 …

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With over $1.29 trillion in credit card balances, $1.6 trillion in auto loans, and $1.5 trillion in commercial real-estate debt now at risk, the U.S. is marching into a full-scale crisis.

America’s banking system is entering a dangerous new phase — and the warning signs can no longer be ignored. In today’s video, “The American Banking Crisis Just Got Worse (Defaults Are Rising),” we break down the shocking financial data that major media outlets continue to downplay. Credit card delinquencies, auto-loan defaults, commercial real-estate collapses, and …

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The AI boom is running on an $800 billion debt binge loaded into pensions and insurance portfolios and a single crack in that structure could hit retirees harder than Silicon Valley. Top households hold nearly all equities

If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily on debt rather than equity. Around $800 billion in private credit is needed for these …

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Debt defaults are exploding and major hedge funds and banks are stumbling, a twin crisis showing the U.S. financial system is entering its most dangerous phase in years.

Everything here points to stress building faster than anyone in charge wants to admit. When this many cracks show up at the same time, something bigger is already pushing underneath the surface. Odds of a U.S. recession in next year almost 40%https://t.co/b3edTK8whk — NewsWire (@NewsWire_US) November 16, 2025 There’s never just one cockroach 🪳 https://t.co/yVDebFcIo7 …

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Record high debt = record high gold price

via James Hickman Barrick Mining Corporation—one of the world’s largest and most established gold producers—just reported its third quarter earnings yesterday— and it was an absolute blowout. The company reported third quarter profit of $1.3 billion, nearly triple last year’s Q3 earnings. And for the first nine months of 2025, Earnings per Share is up …

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Slowing Credit Card Spending Likely Reflects Growing Consumer Debt Stress

by Mike Maharrey After barely rising in August, consumer debt grew modestly in September, likely reflecting growing debt stress on American households. The U.S. economy depends on consumers buying stuff. Persistent price inflation forced Americans to blow through their savings and then turn to credit cards to make ends meet. Credit card spending has slowed …

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Student loans are a problem. But the overwhelming problem is mortgage debt; The median age for a first-time homebuyer rose from 31 in 2015 to 40 in 2025.

Student loans (yellow) are a problem (getting worthless degrees). But the overwhelming problem is mortgage debt (green) byu/RobertBartus inEconomyCharts “Now you can't afford a 50-year mortgage so you're taking out a 100-year mortgage to pay $500 less a month but pay $3 million more in interest to the Bank?" byu/TonyLiberty inFluentInFinance “Now you can’t afford …

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Margin Debt Exceeds $1Trillion. Can you Imagine the Magnitude of the Crash if there is low or no Exiting Liquidity? Visual Representation of the Nasdaq 100 and Crowded AI Trades!

Margin Debt Exceeds $1Trillion. Can you Imagine the Magnitude of the Crash if there is low or no Exiting Liquidity? byu/Hephaestus4 inWallstreetsilver Visual Representation of the Nasdaq 100 and Crowded AI Trades! byu/Hephaestus4 inWallstreetsilver Chairman of UBS Group AG warns that poor insurance regulation and credit ratings arbitrage are creating systemic risks especially in the …

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Office CMBS delinquencies just hit a record 11.7%. About $936 billion in CRE loans mature in 2026, with many borrowers unable to roll the debt.

🚨🚨🚨🚨🚨Why This Is Dangerous:– The CMBS delinquency surge shows credit deterioration = actual defaults!– The FDIC unrealized loss chart shows valuation deterioration/paper losses👇– Both stem from higher interest rates and falling asset prices, meaning the stress isn’t… pic.twitter.com/EXMXRBrJ9q — James Sullivan (@SullivanJam) November 6, 2025 – Office property loans show record delinquencies at 11.76%. – Banks reduce …

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69.2% paycheck to paycheck. $18.59T in household debt. 26.3% can’t cover bills. This is fragile.

69.2% of Americans now live paycheck to paycheck. Read that again. 69.2% y’all. PYMNTS’ latest report shows 692 out of every 1,000 U.S. adults are barely keeping up. It was 68% in May👇 And now? 1 in 4 can’t even pay their monthly bills without falling behind. That’s 26.3%… https://t.co/b70z6N8KG6 pic.twitter.com/XR3EKuKEo0 — Amanda Goodall (@thejobchick) …

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Chipotle just admitted its customers can’t afford to eat. The 25–35 age group is broke, buried in debt, and running out of options. QSR foot traffic fell ~3.4% YoY in August

This is how recessions start, one empty table at a time. If 30-year-olds can’t afford Chipotle, what happens when the real slowdown hits. Either Chipotle has collapsed as a brand or young Americans are out of money. Or, both. What is happening here? pic.twitter.com/1gIAEzmrf1 — The Kobeissi Letter (@KobeissiLetter) October 30, 2025 They tried college …

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The US National Debt has already increased by $1.8 trillion since the Debt Ceiling was raised in July, hitting $38 trillion for the first time. Beijing accelerates de-dollarization

With the Fed & uniparty hurtling us down the road to Venezuela del Norte, converting our Fed confetti into REAL money is a no-brainer. China just smashed another milestone in its war on dollar dominance. Official figures show overseas renminbi lending, bond investments, and deposits by Chinese banks have quadrupled in five years, hitting RMB3.4 …

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