The AI Bubble Burst Is Coming For You Ctv News Ottawa [WTRpGT80gX8]
Tag: #Ctv News Ottawa, #riley green, #retirement, #aldo serena
Four companies are about alberto angela to spend $725 billion building AI data centers this year and if you have a 401k or any S&P 500 index fund, you're already exposed to it whether you realized it or not. This video breaks down the circular financing loop between Nvidia, OpenAI, Oracle, and CoreWeave, why Oracle's debt-to-equity ratio just hit 6:1, and why the Magnificent Seven now make up roughly a third of the entire S&P 500 surpassing even the peak of the dot-com bubble. If the AI buildout slows down even slightly, the companies your retirement account is most heavily weighted toward are the same ones holding the debt.
References:
Bloomberg AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other
Fortune Oracle's $50 Billion Debt Raise and OpenAI Exposure
Forbes S&P 500's Weight In Mag 7 Stocks Passes 30%
BloombergNEF AI Data Center Build Advances at Full Speed
Value Add VC fire near me Big martin short Tech AI Spending 2026 ($725B Breakdown)
Tech-ish The OpenAI-Nvidia-Oracle Stall and Circular Financing