https://early-warning.m0x10.duckdns.org/en/about/AI Early Warning reportsenhttps://early-warning.m0x10.duckdns.org/en/reports/2026/10/12/https://early-warning.m0x10.duckdns.org/en/reports/2026/10/12/Mon, 12 Oct 2026 19:51:00 +0000TL;DR 🟠 ORANGE qualitative regime: selective credit stress, no verified systemic deleveraging. AIFSI v2.0 35.5/100, prior 35.5, change 0.0; funding pressure and vulnerabilities elevated, confirmed contagion limited. Reuters reports Tencent is considering a ≥$4.5bn bond issue; proposal, not completed placement. Broadcom’s CEO identifies capital as a key AI expansion constraint; …https://early-warning.m0x10.duckdns.org/en/reports/2026/10/11/https://early-warning.m0x10.duckdns.org/en/reports/2026/10/11/Sun, 11 Oct 2026 18:24:00 +000011 October 2026 Research cutoff: 11 October 2026, early morning, Europe/Berlin.\ Latest completed US trading session: Friday, 9 October 2026.\ Overall classification: 🟠 ORANGE — localized AI-infrastructure credit stress.\ Change versus 10 October: Deteriorating within ORANGE. The most important development is a sharp contraction in AI-related debt issuance. The second is newly documented …