The AI hype is starting to fade on Wall Street. Here’s what investors need to know.
1. Oracle's jumbo bond deal raised concerns about AI financing sustainability. 2. Analysts fear an AI spending bubble akin to the late 1990s telecom boom. 3. Oracle could trigger an arms race in AI infrastructure borrowing. 4. Financial risks heighten as companies rush to finance AI developments. 5. Greater scrutiny on AI sector growth and revenue translation begins.