Google parent Alphabet tapped the U.S. high-grade bond market on Monday, adding to a boom in debt funding by AI companies that analysts project will lead to a record-breaking year for corporate debt i... ...

Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat from AI… and how Louis and Luke are positioning for the winnersLast week brought a gut punch for tech investors.Early in the week, Big Tech stocks got hammered. The S&P 500 software and services group shed roughly $1 trillion in market value. Microsoft, Salesforce, ServiceNow – names that seemed untouchable just weeks ago – were all down sharply. B ...

Core Viewpoint - Autodesk has filed a lawsuit against Google, claiming that the tech giant infringed on its "Flow" trademark for AI-powered software used in media and entertainment [1][3]. Group 1: Lawsuit Details - Autodesk alleges that it began using the "Flow" name for its software in September 2022, while Google launched its own Flow software in May 2025, targeting the same industries [2]. - The lawsuit claims that Google's actions have caused consumer confusion and irreparable harm, with Autodesk seeking both compensatory and punitive damages [3]. Group 2: Product Information - Autodesk Flow serves as a production hub for media and entertainment, with recent updates focusing on content organization, editorial collaboration, and new free tiers for creators, students, and educators [4]. - Google’s Flow, introduced in May, is described as an AI filmmaking tool aimed at helping creatives explore ideas and create cinematic content [5].

Australia's Macquarie Group said on Tuesday its thirdquarter profit rose from a year earlier, helped by stronger performance across its business divisions. ...

周五美股成交额第1名英伟达收高2.4%，成交371.99亿美元。高盛将英伟达目标价定为250美元，预计 Q4营收将达673亿美元 高盛认为，英伟达有望带来20亿美元的营收"惊喜"。该行分析师预计，英伟达2025财年第四季度营收将 达到673亿美元，同时在盈利端也将超出市场预期。 "我们预计英伟达在第四财季的营收将超出预期约20亿美元，而我们对第一财季营收的预测也比市场共 识高出8%。" 高盛分析师在研究报告中写道，"我们对第四财季和第一财季的每股收益（EPS）预测， 分别比市场高出5%和9%。" 上周晚些时候，Stifel也进行了类似的评级下调，分析师对微软Azure云计算业务的增长速度提出警告。 Melius分析师Ben Reitzes写道："由于Anthropic推出的Cowork等产品，微软强大的365软件可能会面临挑 战，甚至可能为了保持竞争力而不得不免费提供 Copilot，这将损害其利润最丰厚的'生产'部门的增长和 利润率，消耗Azure的内部产能，限制该业务超预期的表现。" 第7名美光收跌2.84%，成交117.64亿美元。半导体研究机构指出，美光或无缘Rubin首年订单，HBM4 成韩系寡头内 ...

As Alphabet returns to the debt market to fund its artificial intelligence buildout, the company is acknowledging new risks tied to the rise of AI and its hefty investments in infrastructure.In its annual financial report late last week, the Google parent highlighted the potential impact of AI on the company's core advertising business and the possibility of ending up with "excess capacity" from its costly commitments. "To meet the compute capacity demands of AI training and inference, as well as traditiona ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

Alphabet unit Waymo said on Monday it has gone fully autonomous in Nashville, Tennessee, ramping up operations as the robotaxi race heats up in the United States. ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." ALPHABET LOOKING TO TAP THE DEBT MARKETS WITH $15 BILLION IN U.S. HIGH-GRADE, AND A SUPER RARE 100-YEAR STERLING DENOMINATED NOTE. CAROLINE: BITCOIN SLIPS BACK BELOW $70,000.WE WILL DISCUSS WHERE IT CAN GO FROM HERE. ED: APPLE SET TO DEBUT A SLEW OF NEW PRODUCTS INCLUDING THE NEW IPHONE 17E, AND MAX. CAROLINE: MARKETS BOUNCE BACK FOR A SECOND DAY.WE BUILD ON THAT 2.5% ...

Core Insights - Bolt Data and Energy, co-founded by former Google CEO Eric Schmidt, is negotiating a deal to start construction on a large data center project in West Texas [1][2] - Google is considering a commitment of 250 megawatts for this project, although the exact size of the potential transaction is still under discussion [2][3] - The deal underscores the competitive landscape among Big Tech companies to secure necessary resources for AI development, despite the associated costs and risks [4] Company Developments - Bolt completed its first funding round in December, raising $150 million, including $50 million from Texas Pacific Land Corporation (TPL), which owns significant land in West Texas [8] - TPL's land will provide Bolt with access to essential resources like power and water, which are increasingly strained due to the surge in data center developments [9] - Bolt's initial plan includes a 250 megawatt facility, with potential expansion to a 5 gigawatt campus in increments of 250-500 megawatts [9] Industry Trends - The AI race has prompted several large-scale data center projects in Texas, including an 11-gigawatt campus planned by Fermi, co-founded by former Texas governor Rick Perry [10] - Major banks have faced challenges in selling off $38 billion in loans for data center construction due to concerns over Oracle's credit amid its AI spending [12] - Oracle plans to raise up to $50 billion in debt and equity by 2026 to support its AI initiatives while maintaining a solid investment-grade balance sheet [13] - Alphabet, Google's parent company, announced plans to spend between $175 and $185 billion on capital expenditures in 2026, primarily for AI infrastructure [13] - A significant wave of spending on AI has been reported by major tech companies, with Amazon planning to spend $200 billion this year alone [14]