Jon Cryer
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Jon Cryer
@mrjoncryer.bsky.social
380K followers 1.6K following 2.3K posts
No kings

Actor/Producer he/him
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Reposted by Jon Cryer
lastar.bsky.social
Posting this as the VERIFIED GoFundMe for Keith Porter Jr. Thank you, @gotmyniinaa.bsky.social
www.gofundme.com/f/support-fo...
Donate to Support for Keith Porter Jr. Daughters Future ❤️, organized by Franceola Armstrong
On New Year’s Eve, my life was forever changed when my son, Keith… Franceola Armstrong needs your support for Support for Keith Porter Jr. Daughters Future ❤️
www.gofundme.com
January 26, 2026 at 10:37 PM
Reposted by Jon Cryer
edzitron.com
Every single time OpenAI and Oracle announced a new data center the very first thing that should’ve been said was the money didn’t exist. It’s been obvious since the beginning. On top of this, Oracle is having trouble raising money from US banks, left only with I imagine SMBC and MUFG
Dy widening or Vracle s us spredas ana pressure on Uracle s stock/ bonds. Assuming a conservative $30MM/MW in IT fit out costs, the implied -$156B capex requirement, coupled with separate questions on OpenAl's ability to fund its - $1.4T in outstanding multi-year commitments, has led to multiple U.S. banks to pull back from lending to Oracle-linked data center projects. Furthermore, our channel checks indicate that multiple Oracle data center leases that were under negotiation with private operators struggled to secure financing, in turn preventing Oracle from securing the data center capacity via a lease. In cases where U.S. banks are still open to lending, our checks indicate that borrowing cost spreads for Oracle-linked data center projects have widened to Non-IG levels (i.e. now SOFR+300-450bps vs. SOFR+225-250bps in September). As the borrowing costs for operators rise, the result has been a slowdown in +100MW U.S. Oracle data center leasing by private operators as the market digests the current Oracle financing requirements. Importantly, our channel checks indicate that banks in Asia are still willing to lend (at a slight premium relative to historical rates) to data center operators undertaking Oracle leases as these banks look to gain exposure to the Al sector, providing a path for international Oracle expansion in support of incremental RPO. However, the pullback in U.S. financing has raised questions regarding Oracle's ability continue growing its revenue (RPO) in the U.S. if it continues facing challenges securing U.S. data center capacity to support OCI customer contracts.
January 27, 2026 at 2:20 AM