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Absolutely a bubble.
6h
Sean Satori
Investors have poured an unprecedented $255 billion into five AI hyperscalers — Alphabet, Amazon, Meta, Microsoft and Oracle — already this year, more than twice what those companies raised in all of 2025 www.axios.com/2026/06/10/m...
7h
Just five companies have raised $255.34 billion through both equity and debt so far this year.
www.axios.com
Wall Street is raining unprecedented cash on the hyperscalers
Herb Scribner