2 AI Darlings Everyone Loves Today — And Will Panic-Sell Tomorrow

Chris Hondros / Hulton Archive via Getty Images Quick Read Oracle (ORCL) lost $100M last quarter on its OpenAI contract due to utilization far below plan. Oracle issued $18B in new bonds this year and now carries leverage approaching 4× EBITDA. Digital Realty Trust (DLR) holds $20B of debt against a portfolio that depreciates buildings over decades while GPUs inside become obsolete in 18 to 36 months. Some investors get rich while others struggle because they never learned there are two completely d ...