Episode
AI Is Starting to Break Balance Sheets
- Podcast
- Know Your Risk Podcast
- Published
- Jul 9, 2026
- Duration seconds
- 742
- Processing state
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Summary
July 9, 2026 – AI investment continues to accelerate, but the cost of competing may be rising faster than investors realize. Chase explains why massive AI capital spending is putting pressure on corporate balance sheets, why Oracle's credit downgrade matters, how new equity issuance could affect markets, and what investors should watch next.