Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
In early June 2026, Alphabet Inc. moved to raise over US$80 billion for AI infrastructure via a mix of follow-on equity offerings, convertible and preferred fixed‑income securities, and a US$10 billion private placement from Berkshire Hathaway, while also appointing long‑time finance executive Marsida Saraci as Principal Accounting Officer. This large-scale capital raise, backed by a wide syndicate of underwriters and Moody’s credit‑positive view, signals Alphabet’s intention to finance an...
Mark Zuckerberg admits Meta has 'made mistakes' during its AI-driven workforce overhaul that is expected to ultimately affect about 20% of employees.
Alphabet (GOOGL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.
In early June 2026, Walmart and Alphabet-owned Wing agreed to expand their drone delivery partnership to seven additional U.S. metro areas, while Walmart also pushed ahead with ultra-fast grocery and restaurant delivery and introduced premium offerings like the McClaren Farms Smokehouse Angus beef line in Texas. Together, these moves highlight how Walmart is using technology and higher-end products to deepen convenience for customers and broaden its appeal to higher-income households. Next,...
Did SpaceX just boot Tesla from the Magnificent Seven? With its first trading-day valuation of $2.1 trillion, SpaceX is worth more than Tesla ($1.8 trillion based on its fully diluted share count) and Meta Platforms. The top six U.S. companies by market value are now Nvidia, Alphabet, Apple, Microsoft, Amazon.com, and SpaceX.
Waymo, Alphabet's autonomous driving unit, acquired Apple's former self driving test facility in Arizona, expanding its access to a dedicated proving ground. Alphabet (NasdaqGS:GOOGL) is playing a central role in Anthropic's US$35b AI data center financing, supplying chips and acting as a financial guarantor. These moves link Alphabet more closely to both physical mobility networks and large scale AI infrastructure build outs. Alphabet, through Waymo and Google Cloud, now touches two core...
SpaceX’s soaring shares, which brought the company’s market value to $2.1 trillion on Friday, was a stunning debut for the first of what could be three of the largest IPOs in history. AI giants Anthropic and OpenAI have filed paperwork in preparation for potential public listings and could IPO later this year. What does SpaceX say about investor appetite for AI?
(Bloomberg) -- The US Justice Department has closed its antitrust probe into Paramount Skydance Corp.’s $110 billion purchase of Warner Bros. Discovery Inc., according to people familiar with the decision.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulSpaceX Shares Close 19% Higher After Historic $75 Billion IPOTrump Insists Iran Deal Is Close
The Standard & Poor's 500 index rose 0.7% this week as the US edged closer to signing a peace deal w
SpaceX and lead IPO banker Goldman Sachs began meeting with prospective IPO investors back in January, Axios has learned.
The implications of Musk’s staggering wealth are being felt in Nashville and across Tennessee, as Musk-tied projects reshape the environment, above and below ground.
Brad Gerstner’s Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm’s 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened two brand-new positions that did not exist in the prior quarter: 1,715,440 shares of Arm Holdings (NASDAQ:ARM) worth roughly $259.5 million, and 148,986 ... Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected
(Bloomberg) -- SpaceX decided to rent out the full capacity of its Colossus 1 data center in Memphis to Anthropic PBC after encountering technical challenges using the facility to develop and run its Grok artificial intelligence models, according to people familiar with the matter. Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Ir
The march of trillicorn initial public offerings doesn’t portend doom for investors. But it’s worth keeping an eye on just the same.
Scott Melker is joined by Phong Le Strategy CEO discusses all things bitcoin. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
With the stock trading and early Wall Street estimates rolling in, it's possible to reexamine SpaceX fundamentals. SpaceX shares were at $166 in midday trading on Friday, up nicely from their $135 IPO price. The valuation is also about 220 times estimated 2026 earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $10 billion and 96 times estimated 2027 Ebitda of $23 billion.
SpaceX just rewrote the IPO record book. The company sold more than 555 million shares at $135 each, raising $75 billion and landing a valuation of nearly $1.8 trillion. According to CNBC’s Melissa Lee, that places SpaceX as the seventh most valuable U.S. company, ahead of Tesla (NASDAQ:TSLA), and pushes Elon Musk to the edge ... SpaceX Raises Record $75 Billion in Historic IPO, Reaches $1.8 Trillion Valuation
The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for […]
SpaceX’s record-shattering IPO shows investors are eager to write big checks to finance the artificial-intelligence buildout, according to Goldman Sachs President John Waldron. “The capital markets are demonstrating a willingness to finance these extraordinary companies as we build out this AI infrastructure,” said Waldron in an interview with Bloomberg TV.
These two technology giants are already monetizing artificial intelligence (AI) technologies at an impressive pace.
Section 230 protects tech platforms like Meta's Facebook and Google's YouTube from liability for user content. A horde of lawsuits could change that.
Management has gone quiet on the geopolitical cost pressures that once dominated its calls, but the new, unquantified component headwind they're flagging instead could pose a more direct threat to record profits.
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Talking about tech companies that would be able to get out of “out of this morass,” Cramer said: And then the next one is Apple. Still has a balance sheet that’s fantastic. Still has […]
Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer mentioned the company while discussing the Magnificent Seven, as he commented: The hallmark of the Magnificent Seven: bulletproof balance sheets. That’s what allowed them to have these robust buybacks. They were tight. […]
Google and Amazon could cement their cloud-computing dominance as artificial intelligence gets more expensive and complex.