About this episode
Oracle’s surprise spending spree reignites concerns about an AI bubble and debt-fueled tech growth. Meanwhile, the Fed cuts rates but signals a pause ahead, and Japan’s borrowing costs hit an 18-year high as markets brace for a hike. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard and Ethan Plotkin Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices