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Alphabet secured warrants to purchase up to $12.18 billion in Marvell shares tied to purchasing targets through 2033. The partnership diversifies Google's custom AI chip supply chain alongside Broadc…
Alphabet is raising roughly A$5 billion ($3.5 billion) through an Australian bond sale to finance aggressive AI expansion. With long-term borrowing costs approaching 7%, mounting capital intensity an…
Alphabet’s Google is partnering with Nokia to integrate Gemini AI agents into telecom network operations. The collaboration aims to streamline troubleshooting and event management, with full platform…
SpaceX has secured a cloud services agreement with Google to bolster its computing capacity. This partnership marks a strategic integration of Google's cloud infrastructure to support SpaceX's growin…
Alphabet is increasing its equity offering to $84.75 billion to fund massive AI infrastructure expansion. Supported by a $10 billion investment from Berkshire Hathaway, the move reflects high investo…
Alphabet is aggressively raising capital through record-breaking debt and equity issuance to fund massive AI infrastructure expansion. Despite high cash reserves, the transition from a light-asset to…
Anthropic raised $65 billion, reaching a $965 billion valuation. The funding includes major hyperscaler commitments from Amazon, Google, and Microsoft. The massive capital injection highlights the gr…
Apollo Global Management is reportedly seeking a $36 billion debt deal to fund the purchase of Google AI chips for Anthropic. This move signals massive capital expenditure into Google's infrastructur…
Google announced a new Michigan AI data center backed by 2.7 GW of clean energy, signaling strong growth in AI infrastructure investment amid rising industry costs and competition.
Alphabet’s strong AI and cloud initiatives support growth, but high capital expenditures and premium valuation pressure near-term profitability, resulting in a cautious hold sentiment for GOOGL stock.
Google completed its $32B acquisition of AI security firm Wiz, strengthening its cloud offerings. Alphabet issued large global debt, and geopolitical tensions rose as Tehran accused Google of aiding …
Google completed a $32 billion acquisition of cybersecurity firm Wiz, enhancing its cloud security offerings amid growing demand for AI-driven cloud protection across major platforms.
Amazon reported record Q4 2025 revenues and strong AWS growth but faces near-term cash flow pressure due to heavy investments and high valuation, suggesting investors hold existing positions and wait…
CVS Health partners with Google Cloud to launch an AI-powered healthcare engagement platform enhancing personalized care and cost transparency.
Nokia partners with Google Cloud to integrate agentic AI into its Network as Code platform, enhancing programmable network APIs and accelerating innovation with multiple global telecom providers join…
Big Tech firms GOOGL, AMZN, META, and MSFT are heavily investing in AI infrastructure, causing near-term cash flow and margin pressures despite long-term potential, with AMZN and META facing the high…
The EU approved Google's $32 billion acquisition of cybersecurity startup Wiz, supporting cloud security expansion without harming competition, accelerating Google Cloud's AI-driven multicloud capabi…
Amazon shares dropped 9% after announcing a $200 billion capital spend for 2026, intensifying investor concerns about high AI-related expenditures and uncertain returns amid aggressive Big Tech infra…
Amazon posted record revenue and strong AWS growth but shares plunged over 11% after unveiling $200 billion 2026 AI-related capital expenditures, raising concerns over near-term returns and capital e…
Alphabet reported strong fiscal year growth with a 15% revenue increase driven by Google Services and Cloud. Strategic AI investments and major acquisitions support long-term expansion despite risks …