# AI Is Starting to Break Balance Sheets

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/ai-is-starting-to-break-balance-sheets
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/ai-is-starting-to-break-balance-sheets.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-07-09T22:25:55+00:00
Episode link: https://www.spreaker.com/episode/ai-is-starting-to-break-balance-sheets--72900730
Audio file: https://api.spreaker.com/download/episode/72900730/a429b46d_fb5f_4543_ae6a_cd8e9a78eb6b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/ai-is-starting-to-break-balance-sheets
Duration seconds: 742

## Resource

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.

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## Transcript

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