Circular financing. Basically, everybody is tied to Anthropic and tied to OpenAI, and Oracle is really at the center of this. It has taken out billions and billions of dollars of debt to support their AI infrastructure. So I am I'm not surprised to see this Oracle sell off, even more so than what's happening at CoreWeave.

Yeah, I mean, this Wall Street Journal report that uh it ca- came out is uh the timing of it is isn't great because it's coming out ahead of Big Tech earnings. Um it's also coming out in the same year where reportedly OpenAI is supposed to go public. So this renews the concerns about AI spending and how much uh AI spending is being done. So you're watching Oracle stock go down more than 4 and a half percent. But one note uh that I would want to mention is that you are going to be paying attention as to how much capex spending uh the hyperscalers are doing. But I'm going to be looking at productivity. How much they are going to be reporting about productivity. Sundar Pichai last week said that new code at Google AI, 75% of new code is being generated by AI. I mean, that's massive. That's up from 50% last fall. So not only are investors going to get a glimpse of how much these uh companies are going to be spending on AI, but they're going to be really getting a glimpse of how much AI, how much productivity AI is bringing to these companies.

Good call out there Inez and Brooke, you are stationed on the Yahoo Finance Polymarket hub. What'd you find?

Brian, I really think that this goes to show 2026 is all about Anthropic versus OpenAI, who's going to go public first? And we're getting some interesting response from that Wall Street Journal report out this morning. The odds of OpenAI IPOing, making their public debut above $1 trillion in 2026. When we started out this morning, Polymarket users were saying that the odds of that were about 59%. Now as we make our way into that into this morning, the odds of that happening have dropped dramatically. Now hovering around 25% according to Polymarket. and it's just fascinating to show the response, the knee-jerk reaction that not only, you know, Wall Street is having to this story from the Wall Street Journal and that OpenAI did not hit its metrics, but on top of that too, you have Polymarket users, you have everyday investors really reacting as well. And I think that it'll just be interesting to see how all these IPOs play out. When will OpenAI go public? When will Anthropic go public? and will SpaceX take out all the steam from this IPO market this year?

Good analysis you all, Tim, Brooke and Inez. I really appreciate it. For more Polymarket odds, you can scan the QR code on your screen to go to the Yahoo Finance prediction markets hub powered by Polymarket. Love this part of our site.