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Alphabet’s $17b Bond Sale Reshapes AI Spending And Valuation Story
Simply Wall St.103d agoneutral
Alphabet’s $17b Bond Sale Reshapes AI Spending And Valuation Story

Alphabet, ticker NasdaqGS:GOOGL, has completed a multicurrency bond offering raising over $17b. The deal includes large euro and Canadian dollar tranches and is aimed at funding AI expansion and infrastructure. The new financing is linked to expected record AI infrastructure and data center spending in 2026. For you as an investor, this funding move sits at the heart of Alphabet's core story as a global technology platform focused on search, cloud, and AI. The decision to issue more than...

Goldman Sachs spots a troubling big tech trend
TheStreet103d agoneutral
Goldman Sachs spots a troubling big tech trend

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
24/7 Wall St.103d agobullish
Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Alphabet Inc. (GOOGL) Raises Over $17 billion Through Euro-denominated Bonds
Insider Monkey103d agoneutral
Alphabet Inc. (GOOGL) Raises Over $17 billion Through Euro-denominated Bonds

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best American AI Stocks to Buy Now. On May 5, Bloomberg reported that Alphabet raised over $17 billion by selling Euro-denominated bonds and its first Canadian-dollar notes to fund investments in artificial intelligence. According to the report, the company priced €9 billion ($10.5 billion) in euro bonds, citing […]

Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO
TheStreet103d agoneutral
Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO

Veteran investor Cathie Wood is enthusiastic about tech tycoon Elon Musk's SpaceX making Wall Street debut, and is extremely bullish about its demand. In a Bloomberg podcast published on May 6, she said seeds planted two decades ago are now flourishing. A lot of technologies at Musk's companies are ...

ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?
24/7 Wall St.103d agoneutral
ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) ... ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

This $2.9 billion fund has paid distributions for 26 straight years
24/7 Wall St.103d agoneutral
This $2.9 billion fund has paid distributions for 26 straight years

The Adams Diversified Equity Fund (NYSE:ADX) is a closed-end equity fund that has paid distributions to shareholders every year since 2000, and management has committed to a 8% minimum annual distribution rate funded by net investment income, realized capital gains, and occasionally return of capital. ADX trades around $24 today and sits on about $2.9 ... This $2.9 billion fund has paid distributions for 26 straight years

Reuters103d agoneutral
Thailand's SiamAI denies exporting US AI servers to China

Bangkok-based SiamAI said on Saturday it had ‌not exported AI servers to ‌China and that it complies with U.S. ​export and re-export control laws. • The firm has faced allegations of ‌circumventing exports of ⁠advanced chips from U.S. firms Super Micro Computer and ⁠Nvidia to China. • "SiamAI has not engaged in the export of AI ​servers to ​China," it said ​in a statement.

Synaptics Q3 Earnings Call Highlights
MarketBeat103d agoneutral
Synaptics Q3 Earnings Call Highlights

Synaptics (NASDAQ:SYNA) reported its sixth consecutive quarter of double-digit year-over-year revenue growth in the third quarter of fiscal 2026, with management pointing to continued strength in core IoT products and expanding customer activity in Edge AI and robotics. President and CEO Rahul Pate

Mizuho Boosts Alphabet Target as Google (GOOG) Cloud Outlook Strengthens
Insider Monkey103d agoneutral
Mizuho Boosts Alphabet Target as Google (GOOG) Cloud Outlook Strengthens

With a YTD Return of 24.2% as of May 7, Alphabet Inc. (NASDAQ:GOOG) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 7, Mizuho raised its price recommendation on Alphabet Inc. (NASDAQ:GOOG) to $460 from $420 and maintained an Outperform rating on the shares. The firm said Wall Street estimates […]