SoftBank just missed Wall Street Net Income estimates by 70%. Meta hides $27 billion in AI debt off the books. Oracle piles on $38 billion more through shadow financing. ‘The AI hype will die.’
SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/615qtOBOAZ pic.twitter.com/KlUrlbZfiM — JustDario 🏊♂️ (@DarioCpx) February 12, 2026 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They’re …