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A federal judge rejected the DOJ's bid to force a sale of Google's AdX ad-tech unit, opting for behavioral remedies. Concurrently, Alphabet issued debt to fuel AI expansion, expanded YouTube ad categ…
Baron Financials ETF praised Morgan Stanley (MS) in its Q2 2026 letter, highlighting its strong Q1 results, record wealth management flows, and increased capital returns (dividend hike, buyback). Des…
Alphabet issued mandatory convertible preferred shares (GOOGM/GOOGN) yielding 6.25% through 2029 to fund extensive AI infrastructure. While common buybacks paused, Alphabet delivered 24.2% revenue gr…
AMD plans to raise up to $5 billion via bond offering to fund AI expansion, debt repayment, and strategic partnerships with Microsoft, Anthropic, and Meta. Stock rose 2.55% on the news.
US markets fell on rising oil prices and Iran tensions over the Strait of Hormuz. NVDA surged on a $500B AI infrastructure capital partnership with major financial firms, while broader tech and indic…
US equities fell as oil prices surged on Trump-Iran tensions over the Strait of Hormuz. Nvidia dropped 2.9% despite a $500B AI infrastructure funding initiative with major financial firms.
Market digest: OpenAI seeks dismissal of Apple's trade-secrets suit, boosting Microsoft shares. Alphabet markets a $25B bond sale. Broader market mixed amid Strait of Hormuz concerns and mixed earnin…
Broadcom is supporting an Anthropic AI computing-power project funded by Apollo and Blackstone. Framed as infrastructure financing, the arrangement is expected to significantly accelerate large-scale…
Nvidia is launching its first bond offering since 2021, aiming to raise $20 billion through a multi-tranche investment-grade debt sale. The proceeds will fund general corporate purposes, debt refinan…
Amazon targets $37-$42 billion in bond sales to fund AI infrastructure, reflecting strong investor demand amid tech sector capital expansions.
Microsoft joins a massive $100 billion funding round for OpenAI, boosting AI infrastructure development alongside Nvidia and Amazon, signaling strong long-term growth potential.
Alphabet's $45 billion bond issuance to fund AI infrastructure reflects strong demand despite market uncertainties, signaling investor confidence in long-term corporate credit despite geopolitical an…
Alphabet raises $31.5 billion via multi-currency bonds to fund large-scale AI infrastructure, surpassing Oracle's recent debt issuance.
Alphabet plans a 100-year sterling bond sale to fund AI investments and capital expenditures, attracting strong investor demand for its long-term infrastructure outlook.
Apollo Global Management is finalizing a $3.4 billion loan vehicle to lease Nvidia chips to Elon Musk's AI firm xAI, fueling AI infrastructure expansion amid rising demand for high-performance comput…
Microsoft plans a $500 million annual investment in Anthropic’s AI models and partners with BlackRock to secure $12.5 billion for AI infrastructure, supporting Azure and driving AI growth amid a weak…
Leuthold warns of heightened risks from the convergence of bitcoin, AI, and private credit themes, signaling potential market corrections due to intertwined exposures and liquidity risks affecting bi…
AI data center debt issuance surges, raising financial stability concerns. Oracle's credit worries weigh on tech, while Meta's large borrowing signals confidence. Market structure shifts with growing…
AI-related debt issuance for data centers is surging, driving concerns about credit risks. Meta's substantial borrowing signals aggressive AI investment, while Google remains cautious. The trend may …
Truist Securities raises Alphabet's price target to $350, citing strong U.S. e-commerce trends, AI-driven ad efficiency, and expansion of Waymo. Analysts note robust revenue growth and promising AI i…