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Exec Edge78d agoneutral
Venture Capital’s Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq

Watch the interview below, or Click HERE: Exec Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Ryan Keating, Industry Leader, Venture Services at EisnerAmper. Mr. Keating was joined by Editor-at-Large Jarrett Banks and they discussed the newly-formed Venture Services group which Ryan leads and how AI is reshaping the venture ecosystem by […] The post Venture Capital’s Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq appeared first on ExecEdge.

Alphabet Convertibles Could Yield 6%, But Will Offer No Downside Protection
Barrons.com78d agoneutral
Alphabet Convertibles Could Yield 6%, But Will Offer No Downside Protection

Alphabet will appeal to yield-oriented investors with the $15 billion of mandatory convertible preferred stock that it plans to sell as part of its plan to raise $80 billion of equity to fund its huge AI capital spending program. The Alphabet convertible preferred offering, one of several equity deals announced late Monday by the company, is expected to be priced later Tuesday after the close of trading at $50 a share with a dividend yield about 6.5%, in line with the dividend on an Oracle mandatory convertible sold in February. It will amount to a twin offering with $7.5 billion of preferred convertible into Alphabet’s class A voting shares and the other $7.5 billion of preferred exchangeable into the company’s nonvoting class C stock.

Alphabet's Equity Pivot is Boost to Hyperscaler Credit
Bloomberg78d agoneutralVIDEO
Alphabet's Equity Pivot is Boost to Hyperscaler Credit

Google parent Alphabet Inc. is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway Inc., to help fund ambitious and growing artificial intelligence spending plans. Ted Mortonson, Managing Director: Technology at Baird, discusses this offering, the historic AI infrastructure buildout, and the companies powering the current tech cycle.

Cipher Digital Recasts Growth Story Around AI Data Center Contracts
Simply Wall St.78d agoneutral
Cipher Digital Recasts Growth Story Around AI Data Center Contracts

Cipher Digital (NasdaqGS:CIFR) has shifted its core business from bitcoin mining to high-performance data center development and leasing. The company has secured long-term contracted revenue with Amazon Web Services and Google, tied to U.S. AI infrastructure expansion. This pivot positions Cipher Digital as an infrastructure provider focused on high-demand AI computing power and related power grid capacity needs. Cipher Digital now trades at $24.01 and sits in a very different position than...

Does Blackstone’s TPU Data Center Venture and Record Asia Fundraising Reshape The Bull Case For BX?
Simply Wall St.78d agoneutral
Does Blackstone’s TPU Data Center Venture and Record Asia Fundraising Reshape The Bull Case For BX?

In May 2026, Blackstone announced a joint venture with Google to form a new U.S.-based company offering efficient data center capacity and Google Cloud TPUs as compute-as-a-service, underpinned by an initial US$5.00 billion equity commitment and plans for the first 500 MW of capacity to come online in 2027. The record close of Blackstone Capital Partners Asia III at US$13.10 billion, far above its US$10.00 billion target, underlines investor confidence in Blackstone’s Asia private equity...

Bloomberg78d agoneutral
Trump Signs Order on AI Security, Stops Short of Mandatory Tests

(Bloomberg) -- President Donald Trump signed a long-awaited executive order directing US agencies to work with artificial intelligence companies to protect networks from AI-enabled cyber attacks. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz

How Much Upside Can AMZN Stock's Growth Deliver?
Trefis78d agoneutral
How Much Upside Can AMZN Stock's Growth Deliver?

Beyond Amazon's (AMZN) familiar cloud and retail operations, a new identity is forming inside the company. Management now frames its custom silicon unit as one of the world's top three data center chip businesses. This internal capability is not just a cost-saving measure; it is a distinct and rapidly growing technology venture.

AI demand, earnings optimism lift tech giants' market value in May
Reuters78d agoneutral
AI demand, earnings optimism lift tech giants' market value in May

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

How Google is funding its AI push
Yahoo Finance Video78d agoneutralVIDEO
How Google is funding its AI push

Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss Alphabet's (GOOG, GOOGL) move to issue equity to fund its $80 billion AI infrastructure buildout.

Alphabet Set for Biggest One-Day Drop in Market Cap on Record
Barrons.com78d agobearish
Alphabet Set for Biggest One-Day Drop in Market Cap on Record

Alphabet isn’t the only one selling shares of the Google parent: The company was on track to shed $208 billion in market cap. Alphabet shares were down 3.5% after the company announced massive plans for stock sales to fund AI spending and shore up the firm’s balance sheet.

How To Earn 12% While Waiting For Arista Stock To Fall
Trefis78d agobearish
How To Earn 12% While Waiting For Arista Stock To Fall

At about $170.68 a share, Arista Networks (ANET) is trading near its 52-week high, fueled by a surge in demand for AI networking infrastructure. The world's largest tech companies, including hyperscalers such as Microsoft (MSFT) and Meta Platforms (META), are spending hundreds of billions of dollars to build AI data centers. Arista's high-speed Ethernet switches and routers provide the networking fabric that enables massive clusters of AI GPUs to communicate efficiently at scale. The company rec

Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
24/7 Wall St.78d agoneutral
Forget Roku: This Stock Is a Far Better Value for Long-Term Investors

Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors