News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Large capital needs could become a bigger issue for future AI companies.
Broadcom Faces High-Stakes Earnings Test. Oppenheimer Says AI Could Deliver Another Beat
Two years ago, Wall Street was asking whether AI would destroy Google Search. The question drove real anxiety among Alphabet investors and pushed some analysts to cut targets. The data Piper Sandler just published suggests that question may have been the wrong one entirely. The right question, it ...
Watch the interview below, or Click HERE: Exec Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Ryan Keating, Industry Leader, Venture Services at EisnerAmper. Mr. Keating was joined by Editor-at-Large Jarrett Banks and they discussed the newly-formed Venture Services group which Ryan leads and how AI is reshaping the venture ecosystem by […] The post Venture Capital’s Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq appeared first on ExecEdge.
Investing.com -- Goldman Sachs CEO David Solomon said Tuesday that there is sufficient capital available as major artificial intelligence companies prepare to enter public markets.
By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Microsoft on Tuesday unveiled a new quantum computing chip that it redesigned with the help of AI, saying it now believes it will have commercially
Berkshire will invest $10 billion as Alphabet ramps AI and cloud spending.
The investment adds to a $16.6 billion existing stake as Greg Abel puts Berkshire's cash pile to work
Alphabet will appeal to yield-oriented investors with the $15 billion of mandatory convertible preferred stock that it plans to sell as part of its plan to raise $80 billion of equity to fund its huge AI capital spending program. The Alphabet convertible preferred offering, one of several equity deals announced late Monday by the company, is expected to be priced later Tuesday after the close of trading at $50 a share with a dividend yield about 6.5%, in line with the dividend on an Oracle mandatory convertible sold in February. It will amount to a twin offering with $7.5 billion of preferred convertible into Alphabet’s class A voting shares and the other $7.5 billion of preferred exchangeable into the company’s nonvoting class C stock.
Google parent Alphabet Inc. is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway Inc., to help fund ambitious and growing artificial intelligence spending plans. Ted Mortonson, Managing Director: Technology at Baird, discusses this offering, the historic AI infrastructure buildout, and the companies powering the current tech cycle.
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.