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ALPHABET AI PROJECTS
Banks in talks to lend $15 billion for Anthropic data center backed by Google: WSJBig Tech has been pouring billions of dollars into AI data centers and computing power as demand continues to outstrip supply.- US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concernsArm Holdings beat quarterly revenue and earnings estimates and issued a stronger-than-expected revenue forecast, supported by robust demand...
- What Companies that Excel at Strategic Foresight Do DifferentlyCompanies that excel at strategic foresight are able to systematically track both predictable future events and true unknowns across short-...
- Fitch warns AI market correction emerging as major global credit riskRatings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending and soaring tech valuations raise c...
- US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
- US stocks: US market ends mixed as investors focus on tech earningsWall Street closed mixed as investors awaited tech earnings and feared rate hikes. Oil prices fell after President Trump discussed peace ta...
- How a Pennsylvania couple turns struggling hog farm into $22 million fortuneRural American land values are rapidly increasing due to AI data center expansion. A Pennsylvania family sold their hog farm for over twent...
- These large-, mid- and small-cap stocks can give more than 25% return in 1 year, according to analystsWhen will the US-Iran war end? No one can answer that with any certainty. But whenever it ends, the probability is that volatility will con...
- Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- Google connects new transatlantic cable between Portugal and the USGoogle's Nuvem, named after the Portuguese word for "cloud", links Myrtle Beach, South Carolina, with Sines, south of Lisbon, via Bermuda a...
- Google plans new chip to run Gemini models more efficiently: ReportThe Alphabet-owned company expects the new chip, informally dubbed "Frozen v2," to help address an AI computing capacity crunch that has f...
- US data center protests go national as backlash growsOpponents of AI data center expansion plan nationwide protests this Saturday. HumansFirst is coordinating demonstrations in at least 125 lo...
- US data centre protests go national as backlash growsProtesters are organising nationwide demonstrations against the rapid expansion of data centres. These demonstrations aim to voice concerns...
- Wall Street Week Ahead: Alphabet, Intel results in focus for AI trade as US earnings rev upCorporate earnings season is gaining momentum with key tech updates expected soon. Investors anticipate strong profit growth, which has sup...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...
- Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
- US stocks today: Dow falls 500 points after Trump says Iran deal is 'over'U.S. stocks closed lower after Donald Trump declared the Iran deal “over,” raising fears of further conflict and pushing oil prices higher....
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