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Global AI debt issuance to top $500 billion in 2026, Morgan Stanley says
Reuters70d agoneutral
Global AI debt issuance to top $500 billion in 2026, Morgan Stanley says

Morgan Stanley forecasts AI-related global debt issuance to more than double ‌to nearly $570 billion in 2026, pointing to ‌rising bond supply and credit market activity as hyperscalers turn ​to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are ‌increasingly turning to ⁠debt financing as investment needs surge • Morgan Stanley estimates AI-related global debt issuance ⁠stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last ​year • Hyperscalers ​Alphabet, Amazon, Microsoft and ​Meta are expected to ‌spend $700 billion in outlays this year • Morgan Stanley ex...

Bloomberg70d agoneutral
TSMC’s Monthly Sales Rise 30% Thanks to Sustained AI Chip Demand

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.70d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

AST SpaceMobile Launches BlueBird Trio As Key Investor Turning Point
Simply Wall St.70d agoneutral
AST SpaceMobile Launches BlueBird Trio As Key Investor Turning Point

AST SpaceMobile plans to launch three next generation BlueBird satellites, numbered 8, 9, and 10, on a SpaceX Falcon 9 on June 17. The mission follows the setback of the BlueBird 7 satellite and is intended to advance the company’s direct to smartphone network. The new satellites are designed to nearly double peak data speeds and are backed by partners including AT&T, Verizon, and Google. For investors watching NasdaqGS:ASTS, this launch comes after a period of sharp share price swings. The...

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
24/7 Wall St.70d agoneutral
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Alphabet’s AI Spend, Waymo Expansion And Search Shifts Weigh On Valuation
Simply Wall St.70d agoneutral
Alphabet’s AI Spend, Waymo Expansion And Search Shifts Weigh On Valuation

Alphabet (NasdaqGS:GOOGL) agreed to a multi year AI cloud deal with SpaceX, paying US$920 million per month through June 2029 for access to 110,000 Nvidia GPUs. Waymo acquired a 5,500 acre autonomous vehicle testing site in Arizona that was previously used by Apple for self driving development. Google introduced Search profiles, giving publishers and creators dedicated pages in Google Search that may affect how content is discovered and monetized. These moves touch three core areas for...

The Capex Signal That Will Make or Break IGPT in the Next 12 Months
24/7 Wall St.70d agoneutral
The Capex Signal That Will Make or Break IGPT in the Next 12 Months

The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68% year to date and 121% over the past year. The fund tracks the STOXX World AC NexGen Software Development Index, powered by a ... The Capex Signal That Will Make or Break IGPT in the Next 12 Months

Super Micro Computer to raise $7 billion in equity offerings to meet AI server demand
Reuters70d agoneutral
Super Micro Computer to raise $7 billion in equity offerings to meet AI server demand

Super Micro Computer said on Tuesday it would raise $7 billion through ‌a series of equity and equity-linked financing ‌transactions to fund the purchase of components needed to meet ​the growing demand for its advanced AI servers. AI infrastructure firms have seen accelerated demand as tech ⁠companies and cloud providers ramp up investments in data centers to support large language models and ​other AI ​applications. Super Micro also plans ​to sell shares worth ​up to $2 billion ​in an at-the-market offering not before ‌the third quarter.

JPMorgan resets Broadcom stock price target
TheStreet70d agoneutral
JPMorgan resets Broadcom stock price target

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

What massive SpaceX-Alphabet compute deal means ahead of IPO
Yahoo Finance Video70d agoneutralVIDEO
What massive SpaceX-Alphabet compute deal means ahead of IPO

SpaceX (SPAX.PVT) continues to turn investors' heads ahead of its IPO this Friday, June 12, as Elon Musk's space company strikes a deal with Alphabet (GOOG, GOOGL) for the Big Tech company to borrow computing power for $920 million per month. Yahoo Finance Senior Reporter Pras Subramanian discusses the value this has for investor sentiment on SpaceX's upcoming stock release. SpaceX is expected to go public on the Nasdaq this week under the ticker SPCX, with the space operator aiming for an IPO price of $135 per share.