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Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.
Barrons.com92d agoneutral
Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

Alphabet Taps Yen Bond Market To Support Expanding AI Infrastructure Spending
Simply Wall St.92d agoneutral
Alphabet Taps Yen Bond Market To Support Expanding AI Infrastructure Spending

Alphabet, ticker NasdaqGS:GOOGL, is preparing its first Japanese yen bond offering to support rising AI infrastructure spending. The planned yen deal follows earlier euro and Canadian dollar bond issuances that were also aimed at funding AI related projects. This move broadens Alphabet's funding base in Asia and introduces a new currency source for its AI capital needs. For investors tracking Alphabet at a share price of $400.8, this funding step sits alongside very strong recent returns,...

Was Cathie Wood Right About Alphabet (GOOGL)?
Insider Monkey92d agoneutral
Was Cathie Wood Right About Alphabet (GOOGL)?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #10 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $171,300,778 What was once seen as a stock that could be disrupted by AI (threats to search) is now soaring because Alphabet Inc. (NASDAQ:GOOGL) successfully […]

Alphabet Could Pass Nvidia As World’s Most Valuable Company
24/7 Wall St.92d agoneutral
Alphabet Could Pass Nvidia As World’s Most Valuable Company

NVIDIA (NASDAQ: NVDA) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s market cap is up 16% this year. Alphabet’s is up 26%. And, Nvidia’s stock has jumped around recently, with a sell-off in early May. What ... Alphabet Could Pass Nvidia As World’s Most Valuable Company

Bloomberg92d agoneutral
Bill Gates-Backed Fervo Energy Boosts IPO Target to $1.8 Billion

(Bloomberg) -- Fervo Energy Co., a geothermal energy developer, is seeking to raise as much as $1.82 billion in a US initial public offering, raising its target from $1.33 billion.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyModi Asks Indians to Stop Buying Gold, Hitting Jewelry StocksDrone Hits Ship Near Qatar as US Awaits Iran Peace

Bloomberg92d agoneutral
Hackers Used AI to Build Zero-Day Attack, Google Researchers Say

(Bloomberg) -- Security researchers at Alphabet Inc.’s Google said they believe a cybercrime group used artificial intelligence to create a hacking tool that can bypass defenses in a widely-used tool to administer computer systems.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyModi Asks Indians to Stop Buying Gold, Hitting Jewelry Stocks

Alphabet considers first yen bond sale to fund AI goals
Reuters93d agoneutral
Alphabet considers first yen bond sale to fund AI goals

Alphabet plans to sell Japanese yen-denominated bonds for the first time, it disclosed in a filing on Monday, as technology giants ‌tap debt markets to fund artificial intelligence infrastructure deployments. Alphabet did not immediately respond to a Reuters request on the offering size. Alphabet has mandated Mizuho, ‌Bank of America and Morgan Stanley ⁠to work on the transaction.

Leading Stocks Are Losing Their Low-Asset Edge
The Wall Street Journal93d agoneutral
Leading Stocks Are Losing Their Low-Asset Edge

It’s business lesson number one: “You’ve got to spend money to make money.” Now that we have details of a full century of detailed U.S. stock returns, investors who study it for an edge can confidently say that asset-light companies did much better. “We know from this 100 years of data that capex is bad,” says Gregg Fisher, a pioneer of factor-based investing and portfolio manager at Quent Capital.

Bloomberg93d agobearish
Amazon Prepares to Issue Its First Swiss Franc Bond in AI Push

(Bloomberg) -- Amazon.com, Inc. is preparing to issue Swiss franc bonds for the first time, as Big Tech hyperscalers turn to new debt markets to fund artificial intelligence spending.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

Broadcom Weighs Record Private Credit To Extend AI Chip Lead
Simply Wall St.93d agoneutral
Broadcom Weighs Record Private Credit To Extend AI Chip Lead

Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. The company is seeking a record $35b to $55b financing package to support AI chip development and long term supply agreements. The funding would back Broadcom's custom AI chip commitments with major clients such as Google, Anthropic, Meta, and OpenAI. If completed, this would be the largest private credit transaction on record for a technology related...

Alphabet Plans Debut Yen Bond Sale as AI Race Accelerates
Bloomberg93d agoneutral
Alphabet Plans Debut Yen Bond Sale as AI Race Accelerates

(Bloomberg) -- Alphabet Inc. is planning to issue yen bonds for the first time in a move that may help fund investments as artificial intelligence competition intensifies.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in Twitter Stak

Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil
24/7 Wall St.93d agoneutral
Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil

The stock market has spent much of 2026 acting like geopolitical risk is just background noise. The S&P 500 keeps pushing toward record highs, AI spending remains red hot, and investors have largely shrugged off the widening conflict involving Iran. But what if Tehran found a pressure point far more dangerous than oil tankers? That’s ... Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil

Alphabet’s AI-Focused Debt Raise and Cloud Surge Could Be A Game Changer For Alphabet (GOOGL)
Simply Wall St.93d agobullish
Alphabet’s AI-Focused Debt Raise and Cloud Surge Could Be A Game Changer For Alphabet (GOOGL)

In early May 2026, Alphabet reported first-quarter 2026 results with revenue of US$109.90 billion and net income of US$62.58 billion, alongside a higher quarterly dividend and more than US$17 billion raised through euro and Canadian-dollar bond offerings to fund artificial intelligence investment. The quarter underscored how Google Cloud’s 63% year-on-year sales increase and a revenue backlog above US$460 billion, supported by large AI infrastructure deals, are reshaping Alphabet into a...