Leading tell still hasn't fired; ORCL credit downgrade is a new financing-side stress test; IBM-selloff "capex crowding out" theory offers an alternative read for the broken cohort
Event
Leading tell still hasn't fired; ORCL credit downgrade is a new financing-side stress test; IBM-selloff "capex crowding out" theory offers an alternative read for the broken cohort
Summary
- Type: monitoring-check (subtype: qualitative continuity, no fresh precompute tape) - event_id: 2026-07-17-ai-capex-digestion-phase-0a-eow-check - Source: ("Chips Out, Banks In" + power-squeeze cross-references); ; ; ; .
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