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Alphabet plans to raise approximately A$5 billion ($3.5 billion) via an Australian dollar bond offering to fund ongoing AI infrastructure spending. Indicative yields for the 20-year maturity reach ne…
BlackRock CEO Larry Fink highlighted that the US requires over 70 gigawatts of power for AI infrastructure. He framed AI compute and Nvidia hardware as a massive new asset class attracting institutio…
Aristotle Capital highlighted robust AI infrastructure demand and massive multi-year semiconductor growth in its Q2 letter. Projections showing global wafer fab equipment spending climbing toward $25…
Aristotle Capital's Q2 2026 letter highlights broad equity gains driven by AI infrastructure. Intercontinental Exchange faced headwinds after the CFTC approved Bitcoin perpetual futures, posing fresh…
Aristotle Capital released its Q2 letter, highlighting robust equity performance driven by AI infrastructure and resilient macroeconomic trends. The fund exited Boston Scientific due to slowing growt…
Nvidia is partnering with OpenAI and SB Energy to build an 8GW data center in Ohio. Nvidia will provide over $105 billion in financing and use exclusively Nvidia GPUs, potentially generating up to $2…
Nvidia and major semiconductor stocks dropped amid geopolitical uncertainty and investor caution over heavy AI infrastructure spending. Nvidia fell over 2% following a commitment of more than $100 bi…
Dell posted massive AI server demand, booking $24.4 billion in quarterly orders with a $51.3 billion backlog. The surging demand and multi-year customer commitments signal robust, sustained hardware …
Wall Street's top institutional funds heavily favored Alphabet in Q2, with 19 of the 20 largest funds holding shares. Despite high AI capital expenditures, Google Cloud revenue surged 82% to $24.8 bi…
The London Company highlighted strong Q2 market gains driven by AI infrastructure spending and semiconductor rebounds. While Corning and tech led performance due to robust optical and data center dem…
The London Company highlighted strong equity returns driven by AI infrastructure spending and a semiconductor rebound. Texas Instruments outperformed amid rising industrial and analog chip demand, ap…
Meta shares dropped over 3.5% as a federal trial over teen addiction and safety opened. Scrutiny also mounted over billions in off-balance-sheet data center commitments, partially offset by positive …
Google launched Gemini 3.7 Flash with aggressive pricing, but massive AI capital expenditures triggered Alphabet's first-ever negative quarterly free cash flow. Surging capex guidance reaching $205 b…
Hyperscalers like Microsoft, Alphabet, and Amazon are aggressively accelerating AI infrastructure capex, driven by strong inference economics and multi-gigawatt compute demands. With TSMC projecting …
Despite Michael Burry's skepticism regarding AI debt and leverage, Nvidia's $500 billion infrastructure financing partnership with top asset managers strengthens its market dominance. Robust cash flo…
Cisco reported record Q4 fiscal 2026 results beating estimates, but shares dropped 8.4% as gross margins fell 270 basis points due to memory costs and hardware mix. Strong hyperscaler AI orders reach…
Peter Thiel’s macro fund disclosed Amazon as its largest holding at $118 million, representing 28.2% of its portfolio. The move underscores strong institutional backing for Amazon's accelerating AI i…
Stripe has finalized a deal to acquire AI model router OpenRouter for over $7 billion, marking a major expansion into AI infrastructure. The acquisition provides a massive windfall for early investor…
Nvidia is expanding into AI infrastructure financing, partnering with major asset managers to mobilize over $500 billion. By providing credit support and debt structures to AI cloud providers, Nvidia…
Microsoft delivered a strong Q4 beat with revenue surging 18% to $90.01B and Azure expanding 43%. Massive AI infrastructure investments, proprietary Maia 300 chip developments, and growing enterprise…