Apple is cited as a successful example of a company that borrowed hundreds of billions of dollars to buy back stock, leading to excellent share price performance.
Source Post
$350 Billion Debt! Time to Sell Microsoft Stock, Meta Stock, GOOG Stock, AMZN Stock, and ORCL Stock?
Jul 14, 2026
The creator discusses the significant debt accumulation of five major US data center spenders: Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle, who have collectively borrowed over $350 billion in the last five years. While most companies can manage this debt due to high profitability, Amazon and Oracle are highlighted as riskier due to negative free cash flow and high leverage, respectively. Oracle, in particular, has been downgraded by S&P Global ratings.
Linked Mentions
Tickers discussed in this post
Oracle is identified as the riskiest of the five companies due to its high leverage, with a debt to asset ratio of 64%, and has been downgraded by S&P Global ratings.
Amazon is considered one of the riskier companies among the top five data center spenders due to its free cash flow turning negative and a debt to asset ratio of 25%.
Alphabet is named as one of the top five US data center spenders, having collectively borrowed over $350 billion in the last five years, with a debt to asset ratio of 13%.
Meta Platforms is identified as one of the five largest data center spenders in the US, with a collective debt of over $350 billion over the past five years and a debt to asset ratio of 22%.
Microsoft is mentioned as one of the five biggest data center spenders in the US, having collectively borrowed over $350 billion in the last five years, with a debt to asset ratio of 19% which has been declining.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.