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statementCompanies that were previously large buyers of their own shares are now cutting buybacks, and some are starting to sell new shares to investors.capitalizator_uapredictionThis is not yet a direct sign of serious problems, but when banks' caution becomes widespread, one could speak of a credit crisis in AI.capitalizator_uastatementThe cost of CDS of AI companies is rising.capitalizator_uastatementA $38 billion debt for Oracle data centers had to be distributed among creditors over several months, sometimes even at a discount.capitalizator_uaallegationLarge banks such as JPMorgan, Morgan Stanley and others are trying to transfer part of the risk on already-issued loans to investors.capitalizator_uapredictionThe number of banks restricting data center financing will likely grow substantially in the near term.capitalizator_uastatementThese banks previously participated in large-scale financing of Oracle and OpenAI projects, including Stargate.capitalizator_uaallegationLarge banks are restricting financing for data centers; Société Générale, SMBC and MUFG have become more selective about new data center loans.capitalizator_uastatementA video on the topic "Міжринковий аналіз. Що це, чому працює, як заробити і які можливості відкриті зараз" was released on Patreon.capitalizator_uapredictionIf the dynamics continue, it could undermine the business math of AI companies.capitalizator_uastatementThe cost of a token itself is decreasing.capitalizator_uastatementToken usage growth has been almost zero for two months.capitalizator_uastatementHyper-scalers are taking on debt to maintain their leading positions in AI.capitalizator_uastatementThe level of hype in the AI field is high.capitalizator_uastatementThe screenshot shows a map of AI startups around San Francisco.capitalizator_uastatementA fresh post "Мої портфелі станом на 1 листопада 2026" was published on Patreon.capitalizator_uastatementEverything else is conditionally neutral.capitalizator_uastatementOn the negative side, the order backlog fell by 1.8 and prices by 2.7.capitalizator_uastatementProduction rose by +2.3 points and imports rose by +1.9.capitalizator_uastatementOverall the data are quite positive.capitalizator_ua
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