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How the AI Capex Race Is Creating a Credit Risk for Megacaps
Moody's just warned that 'unprecedented' AI spending threatens the credit quality of Amazon, Meta, Alphabet, and others. In this episode, Lucas and Luna break down the numbers behind the warning: how much the hyperscalers are spending, what it means for their balance sheets, and why investors should care. They contrast the tech capex binge with the oil stocks that are surging in mid-2026, and discuss which megacaps can sustain this spending without a downgrade. Packed with specific figures from this week's market data — S&P 500 at 7,412, Dow at 51,947, and the Russell 2000…
The skinny
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