They massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left.
replyStock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt.
replyCitations?
replyI used Google Gemini to confirm before I posted my comment. You're welcome to do the same.
reply“I used AI to confirm what I said” is not exactly the great comeback you think it is…
replyIt wasn't a comeback, it was a truthful answer to your question.
replydeleted
replyI will wait for Netcraft to confirm.
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