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#Alphabet
AI data center trade hits power, politics and capex wall
AI data center spending is meeting a harsher market test as grid bottlenecks, turbine shortages and investor demands for returns reshape the trade.
Alphabet joins Dow as Verizon exits in index reshuffle
Alphabet joins the Dow on June 29 as Verizon exits, a swap that shows a price-weighted US benchmark tilting toward platform-era growth.
Oracle Q4 earnings beat, but $40B AI capex plan bites
Oracle Q4 earnings beat estimates, but a $40B financing plan for AI data centers shifted the focus to debt, cash flow and margins.
OpenAI files for IPO at $852bn as AI giants rush to Wall Street
OpenAI confidentially submitted a draft S-1 to the SEC on 8 June, joining Anthropic and SpaceX in a $3.6 trillion AI listing wave that tests Wall Street's capacity.
UK AI chip buys test state demand against US capital
UK AI chip buys would turn procurement into capital support, as ministers try to keep British firms from chasing US scale.
Hedge fund crowding raises forced-unwind risk after rout
Hedge fund crowding may turn Friday’s Nasdaq rout into a forced unwind as AI share supply tests Wall Street’s capacity for risk.
SpaceX Google deal: $30bn AI cash-flow test for IPO
SpaceX Google deal gives the IPO a $30bn AI revenue pillar, but cancellation terms make the cash-flow story harder to price.
Broadcom AI outlook tests chip rally’s perfection trade
Broadcom AI outlook disappointed investors because strong growth was no longer enough after a $280bn run-up in the chipmaker’s shares.
Alphabet (GOOGL) seeks $80bn for AI capex surge
Alphabet $80bn raise would fund AI infrastructure and compute as Berkshire Hathaway commits $10bn and shares fall 2 per cent after hours.
Berkshire's Delta bet and payments exit sharpen its market signal
Berkshire's new Delta stake and exits from Visa, Mastercard, Amazon and UnitedHealth suggest a deliberate cross-sector rotation under Greg Abel.
Bill Ackman builds Microsoft (MSFT) stake after selloff, citing AI growth
Pershing Square built a Microsoft position in February after the stock's pullback, with Bill Ackman arguing Azure, enterprise software and AI optionality still justify the long-term case.
Ackman buys Microsoft (MSFT) after selloff, cites AI value
Bill Ackman said Pershing Square built a new Microsoft stake after the stock's retreat, arguing Azure, Office and the company's AI strategy justify a more compelling entry point.