Topic: #debt
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Oracle's $638B AI backlog offset by $129.5B debt, credit downgrade
Oracle's fiscal 2026 results revealed a $638 billion AI backlog but also $129.5 billion in debt, negative free cash flow, and a credit downgrade to BBB-, raising questions about whether cloud revenue growth can service the company's mounting liabilities.
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US national debt hits $40 trillion, escalating fiscal crisis
The US gross national debt hit $40.047 trillion on August 18, 2026, adding $1 trillion in less than five months. Rising interest costs and shrinking policy flexibility are intensifying concerns about long-term fiscal sustainability and market stability.
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PowerCompute's $18M Bitcoin bridge loan deadline passes with no disclosure
PowerCompute's US Digital subsidiary borrowed $18.07 million from Arch Lending on a 4-day bridge note due August 1, representing 97% of its Bitcoin treasury. As of press time, no SEC filing or statement confirmed whether the loan was repaid, extended, or defaulted.
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Bitcoin's $39,900 liquidation wall poses bigger threat than ETF flows
Bitcoin-backed lending has surged to $67 billion, creating a cascade of liquidation thresholds that could trigger forced selling below current prices. The largest risk zone sits near $39,900, where crypto loans would breach their 80% loan-to-value limits and force collateral sales.
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US Treasury faces refinancing crisis as Fed turns hawkish on rates
The US government faces a refinancing crisis as $39.5 trillion in total debt matures, with roughly 20% due in four months and the Fed signaling higher rates ahead to combat inflation.
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China tightens offshore fundraising rules, straining local debt markets
China's National Development and Reform Commission has extended approval timelines for offshore bond quotas and restricted short-term LGFV issuances, creating headwinds for local government financing vehicles managing $35 billion in 2026 maturities.