Quartz73d agoneutral
Apollo, Blackstone arrange $36B debt deal for Anthropic AI chipsThe firms plan to buy Google tensor processing units through a special-purpose vehicle and lease them to the AI startup
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
276last 24h
2528last 7d
472● bullish (7d)
240● bearish (7d)
202publishers
Simply Wall St.73d agoneutral
Blackstone’s Google AI Venture Adds New Angle To BX Investment StoryBlackstone (NYSE:BX) has formed a joint venture with Google to create a new U.S. company focused on supplying advanced data center capacity. The venture will offer Google Cloud TPUs as a compute-as-a-service product to support accelerating AI workloads from enterprises. An experienced Google executive is set to lead the new platform, combining Blackstone's capital and infrastructure reach with Google's AI technology. At a share price of $116.14, Blackstone is adding a fresh digital...
Barrons.com73d agoneutral
How Safe Is a Tesla Robo-TaxiTesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla launched a robo-taxi business in Austin, Texas, in June.
Reuters73d agoneutral
Indian court ruling on Google keyword ads could reshape online advertisingNEW DELHI, May 29 (Reuters) - An Indian court ruling that Google infringed the trademark rights of a bathroom fittings maker by allowing rivals to use its name as an advertising keyword could reshape
The Telegraph73d agoneutral
The £500m plan to stop Britain becoming America’s ‘AI vassal state’Arthur Mensch had a stark warning for the Assemblée nationale.
Insider Monkey73d agoneutral
Jim Cramer Explains “Why We’ve Stuck With Broadcom”Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s CEO, as he said: Six is Broadcom. Now, this is a sleeper because you don’t see its name anywhere. It makes custom chips for Google, Meta, ByteDance, Anthropic, […]
Insider Monkey73d agoneutral
Jim Cramer Believes “Nothing Comes Out of Apple Unless It’s Near Perfect”Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s hardware, as he said: Third, Apple, okay, it’s got the best hardware, and it’s now snared one of the best AI platforms with Gemini, the logical extension of […]
Insider Monkey73d agoneutral
Jim Cramer on Alphabet: “There’s a Lot to Like Here”Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer was bullish on the company during the episode, as he remarked: Next member of the club, Alphabet. Oh, there’s a lot to like here: YouTube, the largest video company in the […]
InvestorsHub73d agoneutral
Dell raises outlook on surging AI infrastructure demand, sending shares sharply higher (DELL)Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.
Reuters73d agoneutral
Taiwan's MediaTek says it supports both TSMC and Intel's advanced packaging technologiesTaiwan chip designer MediaTek said on Friday it supports both TSMC's and Intel's advanced packaging technologies, allowing customers to choose between the two approaches. CoWoS, or Chip-on-Wafer-on-Substrate, is TSMC's advanced packaging technology widely used for artificial intelligence chips, including those designed by Nvidia.
Proactive73d agoneutral
As SpaceX reportedly snips IPO valuation, prediction markets are still saying it will be a $2 trillion companyPrediction market traders are pricing a 78% chance that SpaceX closes its first day of trading above $2 trillion, a valuation that would rank it among the ten most valuable companies in the world, ahead of Saudi Aramco, Tesla, and Meta Platforms. Polymarket contracts also show a 15%...
Reuters Videos73d agobullishVIDEO
Samsung ships faster HBM4E chip samples to customers; shares jump<body><p>STORY: Samsung Electronics made a big move in the AI chip race on Friday.</p><p>It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.</p><p>It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers.</p><p>The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products.</p><p>The rollout is part of Samsung's efforts to regain momentum in the HBM market.</p><p>It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia.</p><p>Samsung's clients include major AI players Nvidia, AMD and Google, among others.</p><p>Demand has surged for advanced memory chips used in AI servers and processors.</p><p>Investors liked what they heard Friday.</p><p>Shares of Samsung Electronics rose as much as 6.5% in morning trading.</p><p>Rival SK Hynix also saw its shares climb just over 1%.</p></body>
Reuters73d agobullish
Dell rallies about 40% on strong Nvidia‑powered AI server demandShares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell raised its annual revenue forecast to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 billion in fiscal 2027, up from $50 billion.
Verdict73d agoneutral
EQT collaborates with Google Cloud to boost AI adoption for businessesThe partnership aims to provide EQT’s portfolio companies with expanded access to Google Cloud’s AI tools, expertise, and services.
Zacks74d agoneutral
Zacks Investment Ideas feature highlights: AlphabetAlphabet's Google Cloud revenue jumped 62.7% YoY to $20B, fueling post-earnings optimism and boosting sentiment around its cloud growth.
Fortune74d agoneutral
Top analyst has harsh words for SpaceX debut: ‘We recommend that investors avoid this IPO’Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible
Stocktwits74d agoneutral
Michael Burry Calls Adobe A ‘Fat Pitch’ In Latest Saas Analysis – Backs Firefly And AI Tie-Ups With OpenAI, Google“The Big Short” argued that Adobe’s forward outlook remains stronger than the market assumes, despite fears that AI could disrupt its core creative software business.
Insider Monkey74d agoneutral
Blackstone (BX) to Invest $5B in TPU Cloud Joint Venture with GoogleBlackstone Inc. (NYSE:BX) is one of the 12 Most Profitable Stocks to Invest In. On May 19, 2026, Blackstone Inc. (NYSE:BX) announced a joint venture with Google to create a new U.S.-based company offering data center capacity, operations, networking, and Google Cloud’s tensor processing units, or TPUs, as a compute-as-a-service offering. The new company will […]
Reuters Videos74d agoneutralVIDEO
Dell shares rocket on bullish forecast for AI demand<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
Insider Monkey74d agobullish
Alphabet (GOOGL): The Best Strong Buy Stock to Buy and Hold for the Next 5 YearsAlphabet Inc. (NASDAQ:GOOGL) is one of the 12 Strong Buy Stocks to Buy and Hold for the Next 5 Years. On May 20, 2026, Alphabet Inc. (NASDAQ:GOOGL) said it is deepening its presence in Missouri with a new data center in Montgomery County. The company said it is expanding infrastructure “responsibly,” while advancing energy affordability […]
24/7 Wall St.74d agoneutral
Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital MisallocationPeter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected” to frame the AI buildout as capital misallocation. His number is blunt. Companies are spending ... Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation
Reuters74d agoneutral
Samsung Electronics ships HBM4E chip samples to global customersSamsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry's first shipment of such products. Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's efforts to strengthen its position in the next-generation AI memory market by proactively supplying samples of its latest products.
Benzinga74d agoneutral
'It's Time To Fire Google,' Urges Alphabet's Search Engine Rival As DuckDuckGo Blasts AI Overhaul: People Are 'Leaving'As Alphabet Inc.'s Google faces mounting criticism over its AI-powered search changes and intensifying antitrust scrutiny, rival DuckDuckGo says frustrated users are increasingly looking for alternatives. DuckDuckGo Indicates Surge In Users Amid Google AI Search Push On Tuesday, DuckDuckGo aimed...
Reuters74d agoneutral
Apollo, Blackstone work on $36 billion debt deal for Anthropic, Bloomberg News reportsApollo Global Management and Blackstone are working to bring in additional investors for about $36 billion debt financing tied to AI startup Anthropic PBC's efforts to expand its AI infrastructure, Bloomberg News reported on Thursday. The debt would be used to buy custom chips from Google. Broadcom, which helps Google develop the chips, is backstopping payments on the largest portions of the transaction, the report added.