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 …

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Wall Street’s AI darlings hit funding wall after lenders tighten and long term yields surge. Eerie repeat of 2000 and 2007 as consumer discretionary stocks sink for months while S&P hits new highs classic pre crash setup returns

Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people …

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“Every time the Unemployment Rate crosses its 36-month moving average from BELOW, a recession sets in.”…. “Private credit investors pull $7bn from Wall Street’s biggest funds”

“Every time the Unemployment Rate crosses its 36-month moving average from BELOW, a recession sets in.” https://t.co/3rknCG3YUH — Kalani o Māui (@MauiBoyMacro) January 18, 2026 “Private credit investors pull $7bn from Wall Street’s biggest funds” Fewer eyes on this story …

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