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Voltus will aggregate distributed energy resources from homes and businesses into a Google-funded virtual power plant across PJM, the largest U.S. grid operator, under a three-year capacity agreement.
Cipher Digital (NasdaqGS:CIFR) has shifted its core business from bitcoin mining to high-performance data center development and leasing. The company has secured long-term contracted revenue with Amazon Web Services and Google, tied to U.S. AI infrastructure expansion. This pivot positions Cipher Digital as an infrastructure provider focused on high-demand AI computing power and related power grid capacity needs. Cipher Digital now trades at $24.01 and sits in a very different position than...
In May 2026, Blackstone announced a joint venture with Google to form a new U.S.-based company offering efficient data center capacity and Google Cloud TPUs as compute-as-a-service, underpinned by an initial US$5.00 billion equity commitment and plans for the first 500 MW of capacity to come online in 2027. The record close of Blackstone Capital Partners Asia III at US$13.10 billion, far above its US$10.00 billion target, underlines investor confidence in Blackstone’s Asia private equity...
Artificial intelligence is sucking in capital at a pace never seen before. The five biggest U.S. hyperscalers, namely Amazon, Alphabet, Meta, Microsoft and Oracle, are expected to spend roughly $720 billion on AI infrastructure in 2026. Chip companies are booked out for years, and even ...
(Bloomberg) -- President Donald Trump signed a long-awaited executive order directing US agencies to work with artificial intelligence companies to protect networks from AI-enabled cyber attacks. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz
Beyond Amazon's (AMZN) familiar cloud and retail operations, a new identity is forming inside the company. Management now frames its custom silicon unit as one of the world's top three data center chip businesses. This internal capability is not just a cost-saving measure; it is a distinct and rapidly growing technology venture.
Google parent combines share sales, preferred stock, and Berkshire investment to expand AI infrastructure.
The world's most valuable technology companies with the exception of Alphabet added billions of dollars in market value in May, as upbeat earnings outlooks and strong demand for AI chips fuelled a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their valuations rose to $4.58 trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.
Anthropic officially started its IPO clock yesterday, filing a confidential registration statement with the SEC.
Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss Alphabet's (GOOG, GOOGL) move to issue equity to fund its $80 billion AI infrastructure buildout.
Alphabet Inc. (NASDAQ:GOOG) is one of the best stocks to buy now for long term growth. Truist lifted the price target on Alphabet Inc. (NASDAQ:GOOG) to $430 from $415 on May 29, maintaining a Buy rating on the shares and telling investors that by looking at recent deals and the backlog, consensus revenue estimates for […]
Alphabet isn’t the only one selling shares of the Google parent: The company was on track to shed $208 billion in market cap. Alphabet shares were down 3.5% after the company announced massive plans for stock sales to fund AI spending and shore up the firm’s balance sheet.
We recently compiled a list of the 10 Popular Penny Stocks on Robinhood to Watch in 2026. ESS Tech, Inc. (NYSE:GWH) is one of the popular penny stocks on Robinhood on this list. TheFly reported on May 18 that Roth Capital reduced its price target on GWH from $2.50 to $2 while maintaining a Buy rating. The […]
In AI, money talks. The ability to tap stock market capital is important again, after a quarter of a century of being all but irrelevant.
Stock Market Today: The Dow Jones index dropped Tuesday with U.S.-Iran talks ongoing. AI name Marvell stock soared 19%.
At about $170.68 a share, Arista Networks (ANET) is trading near its 52-week high, fueled by a surge in demand for AI networking infrastructure. The world's largest tech companies, including hyperscalers such as Microsoft (MSFT) and Meta Platforms (META), are spending hundreds of billions of dollars to build AI data centers. Arista's high-speed Ethernet switches and routers provide the networking fabric that enables massive clusters of AI GPUs to communicate efficiently at scale. The company rec
Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
The rapidly evolving landscape of Cloud AI has highlighted a significant challenge as the pace of AI technology advancements outstrips customers' ability to adopt them. According to Instruqt's 2026 State of Developer Adoption Report, conducted by SlashData, many software companies face operational hurdles, including team misalignment and maintaining content accuracy amid frequent product updates. This gap in adoption is being addressed through innovative hands-on labs, which have proven...
Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.
The gargantuan funding requirements of developing artificial intelligence has already set records for the funding rounds in private markets. Now the list of largest-ever equity issues on the stock market is set to be rewritten too. The largest component of Alphabet’s proposed $80 billion equity issue—$40 billion, to be sold into the market—will be roughly on par with the size of Saudi oil giant Aramco’s 2019 initial public offering, adjusted for inflation.
A private placement, public offering, and ATM program fund a capex plan of up to $190 billion.
Alphabet unveils public and private share offerings as it targets record capital expenditure for AI and cloud growth.
In 2002, Scott McNealy, then CEO of Sun Microsystems, reflected on his company's valuation during the dot-com peak in an interview with BusinessWeek. Sun had traded at about 10x revenue. McNealy walked through what that price implied. To give investors a 10-year payback at 10x revenue, he would have to pay out 100% of revenues as dividends for a decade. That assumed zero cost of goods sold, which is very hard for a computer company. It assumed zero expenses across 39,000 employees. It assumed no
Berkshire Hathaway is putting in $10 billion through a private placement, with the rest coming from underwritten offerings and an at-the-market program
FEATURE The rebound in software stocks looked set to fizzle out as Wall Street pivoted back toward the chip and server makers that have helped power the market to all-time highs in recent months. Oracle fell 5%, ServiceNow dropped 5.
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