# AI infrastructure stocks — X 热门讨论 (2026-10-10 14:02 UTC)
## @macropaperr (The Macro Paper) · 10-10 12:05 · ♥108 ↻26 💬17 🚨 SOMETHING VERY SERIOUS IS HAPPENING TO THE COMPANIES FUNDING THE AI BOOM.
The cost of insuring Oracle's debt against default has surged to a RECORD 261 basis points, the highest level on the chart going back to 2015.
Credit markets are now pricing in an estimated 20% chance of Oracle defaulting within the next 5 years.
And it's not just Oracle.
The implied default probability is around 16% for SpaceX and over 7% for Nvidia.
Meanwhile, AI-related borrowers have already raised nearly $500 BILLION in debt this year alone.
Companies are borrowing enormous amounts to build AI infrastructure, but the revenue needed to repay that debt is still uncertain.
If AI demand fails to meet expectations, this could become a much bigger problem than falling tech stocks. https://x.com/macropaperr/status/2108891620833972270
## @7LukeHallard (Luke Hallard) · 10-10 09:06 · ♥45 ↻0 💬2 Portfolio Update (Oct 2026) https://x.com/7LukeHallard/status/2108846600491606412