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Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says
Reuters68d agoneutral
Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

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Goldman Sachs and TD Cowen Maintain Buy Ratings on Alphabet (GOOGL) After AI Announcements at Google I/O
Insider Monkey68d agobullish
Goldman Sachs and TD Cowen Maintain Buy Ratings on Alphabet (GOOGL) After AI Announcements at Google I/O

Alphabet Inc. (NASDAQ:GOOGL) ranks among the best most active stocks to buy according to hedge funds. Following recent industry developments, Goldman Sachs restated its Buy rating and $450 price target for Alphabet Inc. (NASDAQ:GOOGL) on May 21. Analyst Eric Sheridan emphasized Alphabet’s AI advancements over the last few years as the company recently promoted Google […]

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Google Sends a Clear Signal — Heard on the Street Tuesday Recap
The Wall Street Journal68d agoneutral
Google Sends a Clear Signal — Heard on the Street Tuesday Recap

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

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Trump asks US AI firms to submit models for cybersecurity tests
Reuters Videos68d agoneutralVIDEO
Trump asks US AI firms to submit models for cybersecurity tests

<body><p>STORY: The Trump administration is asking top AI companies to submit their most powerful models for cybersecurity testing.</p><p>The testing would be voluntary and happen before the models are released to the public.</p><p>This comes as security fears mount in Washington over powerful new AI systems such as Anthropic's Mythos.</p><p>:: Archive</p><p>President Trump signed an executive order directing several federal agencies to reach agreement with developers over such tests.</p><p>Under the order, U.S. agencies will have up to 30 days to test the models before public release.</p><p>The move signals a shift in Trump’s AI strategy, from a fully hands-off approach to more active government oversight on national security risks.</p><p>Google, Anthropic and OpenAI have welcomed the order.</p><p>:: Archive</p><p>OpenAI CEO Sam Altman said it “gets the balance right” by developing the best models while keeping them safe and strengthening cyber defenses.</p><p>The order also aims to protect critical infrastructure such as banks, hospitals and emergency services by scanning for cybersecurity weaknesses.</p></body>

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Google search given nine months to implement UK 'conduct requirement'
Sky News68d agoneutral
Google search given nine months to implement UK 'conduct requirement'

Google search is facing a series of targeted rules that a UK regulator says will secure a fairer deal for publishers and consumers and improve its services at the same time. The Competition and Markets Authority (CMA) said it was giving Google nine months to implement the so-called "conduct requirement" it was imposing. The competition watchdog announced the move after handing Google "strategic market status" for its search services last year due to "substantial and entrenched market power", as more than 90% of searches in the UK were taking place on its platform.

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Google must let UK publishers opt out of AI search under new rules
Reuters68d agoneutral
Google must let UK publishers opt out of AI search under new rules

Britain has imposed new conduct requirements on Google's search services, including allowing publishers to stop their content being used to power the U.S. ‌tech giant's AI features, as the watchdog ramps up its oversight. The country's Competition ‌and Markets Authority has flagged concerns about Google's dominance in search, designating the company with the "strategic market status" that ​allows it to set targeted rules to increase trust and transparency. Google accounts for more than 90% of UK queries and the regulator said in January it wanted to give publishers more control over how their content was used.

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UK regulator enforces new competition requirements on Google search
Reuters68d agoneutral
UK regulator enforces new competition requirements on Google search

Britain's competition regulator said on Wednesday it has imposed new conduct requirements on Google's ‌search services, including allowing publishers to opt out of ‌training the U.S. tech giant's AI models, as the watchdog ramps up ​its oversight. The Competition and Markets Authority has flagged concerns about Google's dominance in search services. Google accounts for more than 90% of UK queries, and the regulator had been consulting on ‌the matter to ensure ⁠effective competition.

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SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says
Bloomberg68d agoneutral
SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says

(Bloomberg) -- SpaceX aims to sell 555.6 million shares ​at $135 apiece for its record-breaking $75 ​billion ⁠initial public ​offering, Reuters reported, citing an unidentified person familiar with the matter. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtCanada Dips Into Technical Recession for First Time Since 2020SpaceX Staffers Prep for Multimillion-Dollar Windfalls by Pushing for VIP TermsAndr

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Will SpaceX IPO make Elon Musk a trillionaire?
AFP68d agoneutral
Will SpaceX IPO make Elon Musk a trillionaire?

He is already the richest man in the world, but when SpaceX finally makes its hotly anticipated stock market debut, Elon Musk could become the planet's first trillionaire.Robinson said Musk could take on an "aura of God" for some people should he become the world's first trillionaire -- but might develop a bit of a god complex himself as a result.

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Bloomberg68d agoneutral
Broadcom Backing Lowers Debt Costs on $36 Billion Anthropic Deal

(Bloomberg) -- Broadcom Inc.’s promise to backstop the largest portion of a record-setting microchip financing deal for Anthropic is keeping yields for the deal in check, according to people familiar with the matter. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Trump to Get Audit Immunity as $1.8 Billion Fund in DoubtAndrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise

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Why Is Broadcom (AVGO) Stock Rocketing Higher Today
StockStory69d agoneutral
Why Is Broadcom (AVGO) Stock Rocketing Higher Today

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 5.2% in the afternoon session as investors positioned ahead of its fiscal Q2 FY2026 earnings report due after the close on June 3, amplified by independent AI catalysts as Anthropic confidentially filed to go public.

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Trump signs executive order scaling back AI review requirements
Yahoo Finance Video69d agoneutralVIDEO
Trump signs executive order scaling back AI review requirements

Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading and trending tech stories, including President Trump's executive order to scale back review requirements for AI model developers when they submit them to the federal government for assessment.

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