Hyperscalers including Alphabet, Meta, Amazon, and Oracle have issued over $300 billion in bonds since the start of 2025 to fund AI infrastructure, but investor demand is plunging as cover ratios for …
Alphabet plans to spend between $175 billion and $190 billion on capital expenditures in 2026, more than double the $90 billion it spent in 2025, as CEO Sundar Pichai flags persistent compute constrai…
Meta Platforms shares fell roughly 5.5% on June 5, closing around $593 after a Financial Times report suggested the company was weighing a massive equity offering to fund its AI infrastructure buildou…
Bank of America says the US dollar is set for a strong second half of 2026, driven by conflict in the Middle East, the AI boom, and a higher-for-longer interest rate outlook. The greenback has already…
The Philadelphia SE Semiconductor Index fell 11% this week, heading for its steepest weekly decline in over a year and down 24% from its late June high, as investors rotated out of AI-exposed stocks a…
Amazon, Alphabet, Microsoft, Meta, and Oracle have issued approximately $244 billion in bonds globally so far in 2026, more than double the $108 billion raised in all of 2025, to fund AI infrastructur…
Berkshire Hathaway disclosed a $4.3 billion stake in Alphabet during the third quarter of 2025, signaling a pivot toward artificial intelligence under incoming CEO Greg Abel. The move, which arrived s…
Warren Buffett told CNBC he was behind Berkshire Hathaway's Alphabet trade, not new CEO Greg Abel, and that the two talk constantly. Berkshire bought 17.8 million Alphabet shares in Q3 2025 and added …
Alphabet shares closed down roughly 4.5% on July 16, wiping out approximately $200 billion in market capitalization after Bloomberg reported that Google's Gemini 3.5 Pro AI model is months behind sche…
Semiconductor stocks fell on Friday, with Micron Technology and Sandisk dropping more than 2% and Western Digital falling more than 3% in premarket trading, as global chip stocks have lost $3.3 trilli…
The European Commission ordered Alphabet's Google to grant OpenAI and other AI rivals access to 11 key Android functionalities and share anonymized search data under the Digital Markets Act, with chan…
Alphabet and Intel are set to report earnings next week that could reshape the dominant AI trade, with investors watching for signs that profit growth can sustain a stock market navigating uncertainty…
Global markets weakened on Friday as US-Iran tensions and a sell-off in semiconductor stocks drove investors away from risk assets, according to Anadolu Agency. Chip stocks remained under pressure as …
Chinese AI startup Moonshot unveiled its Kimi K3 model on July 16, 2026, featuring a 2.8 trillion-parameter size and million-token context window at roughly $12 per million tokens, triggering a global…
Chinese AI models now power 60% of US corporate AI use on the OpenRouter platform, with DeepSeek as the most popular model, according to data from the platform. The shift has geopolitical implications…
Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will r…
Warren Buffett said in a July 15 CNBC interview that he personally built Berkshire Hathaway's roughly $31 billion stake in Alphabet, calling his earlier failure to invest a mistake and noting Alphabet…
Alphabet shares dropped more than 4.5% to $354.17 after Bloomberg reported that Google's Gemini 3.5 Pro upgrade is months behind schedule due to coding capabilities failing internal benchmarks, wiping…
Google has delayed the launch of Gemini 3.5 Pro after the model failed to meet internal performance goals, particularly in coding capabilities, pushing it past its original June 2026 release window wi…
Alphabet Inc.'s stock fell over 4% on July 16, 2026, after delays in Google's AI initiatives, including the Gemini 3.5 Pro model and the postponement of replacing Google Assistant with Gemini on Andro…