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Akadia Capital CIO Michael Kao says rising debt financing in AI could trigger a bubble correction in 2026. He contrasts today’s leverage with an earlier phase f

BWB News TV • 2026-07-31 14:16 UTC • By Billy Odell Tucker-Robinson
Akadia Capital CIO Michael Kao says rising debt financing in AI could trigger a bubble correction in 2026. He contrasts today’s leverage with an earlier phase f
Akadia Capital CIO Michael Kao says rising debt financing in AI could trigger a bubble correction in 2026. He contrasts today’s leverage with an earlier phase funded by equity and free cash flow, and points to Oracle as a sign of the shift.
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