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Alphabet's aggressive growth in Cloud and AI is tempered by massive capital expenditures, doubling year-over-year. While analysts remain bullish with high price targets, investors showed concern over…
Broadcom shares fell over 5% after Marvell Technology secured a major custom AI chip deal with Google. The partnership includes warrants incentivizing Google purchases, raising concerns about supplie…
Berkshire Hathaway significantly expanded its stake in Alphabet, boosting holdings by 83% to $36 billion, making it its third-largest equity investment. Warren Buffett personally initiated the multib…
Alphabet is preparing its first Australian dollar bond offering to fund rising AI infrastructure spending. The multi-tranche debt sale follows recent massive financing efforts, as accelerating capita…
Alphabet plans to raise approximately A$5 billion ($3.6 billion) in its debut Australian bond sale to fund surging artificial intelligence capital expenditures. The multi-currency debt expansion come…
Alphabet is raising $80 billion through massive equity offerings to fund aggressive AI infrastructure and TPU chip expansion. While intended to accelerate growth, the unprecedented scale of the capit…
Alphabet issued a rare 100-year bond to finance its AI investments amid strong market demand, but faces risks from AI competition, uncertain business models, and increasing debt levels in Big Tech.
Alphabet plans significant debt issuance to fund AI-driven infrastructure expansion, raising investor interest amid strong Q4 earnings and growing AI spending forecasts.
Big tech firms, including Alphabet and Amazon, face sharp stock declines due to heightened investor concerns over ballooning AI-related capital expenditures despite strong cloud growth.
Amazon and Alphabet shares fell sharply due to investor concerns over massive AI-related capital spending despite strong cloud growth, extending a tech selloff amid fears of an AI-driven bubble and d…
Amazon plans a $200 billion capex for 2026, boosting AI investments but promoting in-house chips competing with Nvidia, whose shares suffer amid a tech selloff and weak AI sentiment despite Amazon an…
Alphabet's massive $185 billion 2026 capex forecast spooked investors despite strong 48% cloud growth and AI progress, pressuring free cash flow and shares amid cost concerns and rising depreciation.
Alphabet's shares slipped following plans to nearly double capital expenditure in 2025, fueling investor caution despite strong quarterly results amid aggressive AI investment. Market focus remains o…
Google's surprise $185 billion AI spending plan triggered a sharp 6% share drop, worsening an ongoing tech selloff. Amid broader market jitters, Amazon earnings and European central bank decisions lo…
Alphabet posted an 18% revenue increase in Q4, driven by digital ads and cloud growth, with net income up 30%. It plans massive AI investments exceeding $90 billion in 2025, signaling strong growth p…
A Texas judge blocked an app store age verification law, easing regulatory pressure on Google. Investors remain concerned about unclear and possibly opaque AI infrastructure spending.
Rising AI data center debt issuance fuels credit market risks; Oracle shares drop amid spending concerns while Meta boosts investment. The AI financing boom impacts tech credit dynamics and investor …
Amazon secures a $38 billion OpenAI cloud deal boosting AWS backlog by 20%, signaling renewed momentum after losing market share to Microsoft and Google in AI cloud services.
Microsoft launched proprietary AI models (MAI-Voice-1, MAI-1-preview) and plans record AI CapEx (~$30B), shifting from third-party models and pressuring rivals Meta and Alphabet while aiming to impro…