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SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.
24/7 Wall St.64d agoneutral
SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

The phrase sounds almost impossible: a short squeeze involving index funds. After all, index funds are designed to be passive, rules-based buyers, not active traders caught on the wrong side of a position. Yet that is exactly the scenario Animal Spirits hosts Michael Batnick and Ben Carlson laid out on Episode 467, “The Biggest Short ... SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years
24/7 Wall St.64d agoneutral
Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

Utility deals rarely make investors lean forward. This one should. Xcel Energy (NASDAQ:XEL) just struck an electric service agreement with Google that rewrites who pays for the AI buildout, and it could become the template every hyperscaler and regulated utility copies for the next decade. The headline: residential and small-business customers in Minnesota are projected ... Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

Alphabet Extends Gemini AI Deeper Into Enterprises With New Cloud Deals
Simply Wall St.64d agoneutral
Alphabet Extends Gemini AI Deeper Into Enterprises With New Cloud Deals

Alphabet (NasdaqGS:GOOGL) has entered new multi year Google Cloud partnerships with Lovable, EQT, and IBM. The agreements focus on expanding access to Gemini AI models and Google Cloud infrastructure for hundreds of enterprises. The collaborations aim to extend AI adoption beyond hyperscaler data centers into enterprise software and private equity portfolios. Alphabet, trading at around $368.53, has seen very large gains of about 204% over the past 3 years and about 205.8% over the past 5...

Investing.com65d agoneutral
Is Wall Street’s AI boom spreading to main Street?

Investing.com -- Yardeni Research said growing evidence suggests the artificial intelligence boom is extending beyond major technology companies and into the broader U.S. economy, supporting hiring, business formation, and investment despite ongoing geopolitical and inflation risks.

Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?
Trefis65d agoneutral
Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?

In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.

SpaceX Inks $30 Billion Computing Power Deal With Google
Bloomberg65d agoneutralVIDEO
SpaceX Inks $30 Billion Computing Power Deal With Google

Bloomberg's Bailey Lipschultz breaks down a busy week in SpaceX news, as the aerospace company prepares for an IPO. SpaceX and Google entered into an agreement for cloud services where Google has agreed to pay SpaceX $920 million per month for computing, something Lipschultz says is indicative of the expansion of the scope of work SpaceX is looking to do.

Bloomberg65d agoneutral
Apollo Wraps Up $35 Billion Debt to Buy AI Chips for Anthropic

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. have finalized a $35 billion financing package for Anthropic PBC to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says

What investors can expect from Apple's WWDC
Yahoo Finance Video65d agoneutralVIDEO
What investors can expect from Apple's WWDC

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to preview Apple's (AAPL) Worldwide Developers Conference (WWDC), discussing what investors should watch for and what it will take for the event to be considered a success.

SpaceX signs pre-IPO deal to provide AI computing to Google
AFP65d agoneutral
SpaceX signs pre-IPO deal to provide AI computing to Google

SpaceX on Friday signed a blockbuster cloud computing agreement under which Google will pay the Elon Musk-founded rocket company $920 million per month for access to a massive cluster of AI chips, according to a disclosure in its initial public offering filing.The deal resembles one struck with AI giant Anthropic, in which SpaceX leased compute capacity at its Colossus data centers in Memphis, Tennessee for $1.25 billion a month.

Google to Pay SpaceX Nearly $1 Billion a Month in Cloud-Computing Deal
The Wall Street Journal65d agoneutral
Google to Pay SpaceX Nearly $1 Billion a Month in Cloud-Computing Deal

Google has agreed to rent data-center capacity from SpaceX, expanding the rocket company’s artificial-intelligence business ahead of its initial public offering. Google will pay SpaceX $920 million a month from October 2026 to June 2029 in a deal that includes the computing capacity of at least 110,000 Nvidia chips, according to a SpaceX securities filing on Friday. The deal will ramp up over summer, and Google has the right to cancel the agreement in October if SpaceX doesn’t provide the promised chips, SpaceX said.