Browsing Tag
Alphabet
53 posts
Alphabet (GOOGL) loses final appeal, must pay €4.1bn EU Android antitrust fine
Google loses its final EU appeal and must pay the full €4.1 billion Android antitrust fine after an eight-year legal fight.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Alphabet (GOOGL) replaces Verizon (VZ) in Dow as AI tilt deepens, GOOGL up 3.7%
Alphabet (GOOGL) joins the Dow on June 29, replacing Verizon (VZ) after 22 years and lifting Magnificent Seven Dow weight to a record. Full executive read.
Quantum stocks rally as Trump signs executive orders on federal quantum push
Trump signs two quantum executive orders mandating federal quantum-resistant encryption by 2031, sending QNT, IBM, RGTI, and QBTS sharply higher. Read more.
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
Alphabet to raise $80bn for AI as Berkshire Hathaway anchors the deal with a $10bn bet
Alphabet is raising $80B in equity for AI, anchored by a $10B Berkshire Hathaway bet. Even with $174B in cash flow, the AI buildout now needs outside capital.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
First fully AI-generated feature film ‘Dreams of Violets’ set for Tribeca world premiere
'Dreams of Violets,' a $2,000 AI-generated docudrama on Iran's protests, becomes the first fully AI feature in a major festival's official lineup at Tribeca. Read more.