Bitcoin trades at $79986.23 as Big Tech AI debt issuance surges to $320 billion, up 60% YoY and capturing 70% of Treasury bond demand.

Jim Cramer details market acceptance of Big Tech AI spending after earnings clarity and strategy updates.

According to @KobeissiLetter, major tech companies including Amazon ($AMZN), Alphabet ($GOOGL), Microsoft ($MSFT), Meta ($META), and Oracle ($ORCL) have significantly reduced their share buybacks to allocate more capital towards AI-related expenditures. In Q4 2025, combined buybacks dropped to $12.6 billion, marking the lowest level since Q1 2018 and a 74% decline from previous highs. This shift highlights the growing prioritization of AI investments within the tech sector.