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This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.
From Europe to Japan and Switzerland, huge bond issues by Big Tech companies are proving that smaller markets, often overshadowed by the U.S., can punch above their weight in the $40 trillion world of corporate debt. Google-parent Alphabet is already one of the biggest outstanding borrowers in the sterling and Swiss franc corporate bond markets, while Amazon raised 14.5 billion euros ($16.88 billion) in March from an eight-part deal, the largest ever in the euro corporate bond market, according to LSEG. Debt issues by so-called "hyperscalers" - or Big Tech companies - outside the United States are part of a push to diversify their funding early on, bankers said, as they look to finance trillions of dollars of investment in AI infrastructure, especially data centers, in the years ahead.
Every technology that mints a new fortune tends to make an enemy somewhere else. The railroads did it. The factory floor did it. Artificial intelligence (AI) is doing it now, and the backlash is showing up in places Wall Street doesn't usually watch. For two years, the only AI story most investors ...
Apple (AAPL) doesn’t have to win the artificial intelligence model competition to win the next phase of AI. That's the bet underlying Bank of America's latest Apple call. Wamsi Mohan, an analyst at BofA, increased his price target on Apple to $380 from $330 and reiterated a Buy rating on May 26. ...
Michele Spagnuolo, the Google engineer accused of using company data to bet on Polymarket, had a long list of enviable accomplishments
Over Mother’s Day weekend, Andy Milheizler’s quiet Atlanta cul-de-sac was overrun with empty Waymo vehicles. Empty Waymo vehicles recently clogged an Atlanta cul-de-sac. The passengers in two Waymo vehicles in Atlanta last week were in a less-humorous predicament.
Alphabet is a major SpaceX shareholder.
Alphabet (GOOGL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
New Texas DMV registration data reveals Tesla has just 42 autonomous vehicles in the state, versus 577 for Alphabet's Waymo
NEW 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
Taiwan 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.
Prediction 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%...
Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible
<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>
Samsung 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.
Apollo 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.
Authorities in the United States charged Michele Spagnuolo, a software engineer at Google, with allegedly using insider information to profit more than $1.2 million from Polymarket bets. The Department of Justice (DoJ) charged Spagnuolo with commodities fraud, wire fraud, ...
Anthropic has debuted its new flagship AI model Opus 4.8.
The Google employee case is the second federal prosecution tied to alleged prediction market insider trading on Polymarket.
Federal prosecutors in the U.S. have charged an employee of Google parent company Alphabet (NASDAQ: $GOOGL) with fr...
The IPO market is back in full force. After two years of sluggish dealmaking, investors are once again chasing the next mega-listing, and the bigger the valuation, the bigger the excitement seems to get. That enthusiasm is helping to push stock indexes to record highs as valuations across tech and AI expand with a rise ... SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now
EQT has partnered with Alphabet's Google Cloud to help more than 300 companies in the Swedish private equity firm's portfolio accelerate the adoption of AI, the companies said on Thursday. Under the agreement, EQT's portfolio companies, spanning sectors from enterprise software to healthcare, will gain access to AI tools including the Gemini Enterprise Agent platform to build programs, as well as cybersecurity services. The companies will also get early access to selected Google Cloud AI products in the future, the companies said in a statement.
(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S
Rocket Lab and AST SpaceMobile have surged as investors bet on the next phase of the space economy. But aerospace giants including Boeing, Airbus, and Lockheed Martin could also benefit from growing enthusiasm around SpaceX.
Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.
Developing-world nations are offering billions of dollars in incentives for U.S. data centers, but locals say the cost is too high.
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