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Alphabet is upsizing its equity capital raise to $84.75 billion, primarily to accelerate investments in AI infrastructure and global compute. The offering includes significant amounts of Class A and …
Barclays views recent AI-driven tech selloff as overdone, highlighting strong capex demand from Google and Amazon and a supportive macroeconomic environment boosting investor optimism.
Alphabet (Google) beat earnings but stunned investors by announcing a steep rise in 2026 AI spending and capital expenditure, far above estimates, driving shares down sharply despite strong financial…
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 adoption drives massive data center investments, benefiting major tech stocks like Google, Microsoft, Amazon, and Meta. ETFs are favored over single stocks due to volatility, with AI seen a…
Seagate and Western Digital stocks surge 200% on booming AI-driven storage demand. Tech giants including Google, Microsoft, and Amazon increase capex on AI infrastructure, signaling solid growth pros…
Microsoft, Meta, and Google accelerate AI spending with record revenues and raised capital expenditure forecasts amid an ongoing AI arms race and concerns about potential investment volatility.