Oracle Might Be the Riskiest AI Stock as Bubble Fears Grow

The software giant already has a mountain of debt.If you had asked me five years ago what could possibly threaten tech giants with massive cash flows and impenetrable economic moats, I would have struggled to come up with an answer. Today, the answer is clear: Debt-fueled overinvestment in AI infrastructure.There's a gargantuan amount of planned AI data center capacity set to come online over the next few years. Microsoft, Amazon, Meta Platforms, and Alphabet have greatly ramped up their capital spending to ...