US Big Tech companies are issuing record amounts of debt to fund AI infrastructure buildout, with credit spreads widening to levels unseen since 2008, though analysts argue this is normal for major infrastructure projects. Despite concerns about rising leverage, AI lab revenue is accelerating faster than capital expenditure growth, suggesting the investments may generate returns if revenue momentum continues.
KPMG manager Yuen Lee was fired after billionaire Bill Ackman posted a video of her calling a man a "Zionist pig" at Chelsea Piers. Ackman tagged KPMG in the post, which led to her termination.
Social media discussions on September 22, 2026 focus on AI capital expenditure trends. Meta is expected to maintain aggressive AI spending despite investor pressure, while Bill Ackman's investment track record in tech stocks suggests potential upside in companies like Uber. A Korean securities report highlights major industrial shifts including semiconductor Gigafactory development, defense exports to Middle East and Europe, and AI data center construction converting into actual construction contracts.