History was made as Alphabet ( GOOG/ GOOGL ), a firm that has existed for less than 30 years, announced plans to sell 100-year bonds as part of their debt issuance this year. Bloomberg is reporting that theyNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots that o ...

The company's recent Waymo capital raise is just the tip of the iceberg for Alphabet's AI opportunity.Waymo, Alphabet's (GOOG +0.40%) (GOOGL +0.45%) driverless car company, recently announced that it had raised an impressive $16 billion in its latest funding round. The money came from about 10 investors, including some money from Alphabet itself, and it means that Waymo now has a valuation of $126 billion -- more than double its value from just over two years ago.Waymo's capital raise is a great example of ...

Google parent Alphabet tapped the U.S. high-grade bond market on Monday, adding to a boom in debt funding by AI companies that analysts project will lead to a record-breaking year for corporate debt i... ...

Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat from AI… and how Louis and Luke are positioning for the winnersLast week brought a gut punch for tech investors.Early in the week, Big Tech stocks got hammered. The S&P 500 software and services group shed roughly $1 trillion in market value. Microsoft, Salesforce, ServiceNow – names that seemed untouchable just weeks ago – were all down sharply. B ...

Core Viewpoint - Autodesk has filed a lawsuit against Google, claiming that the tech giant infringed on its "Flow" trademark for AI-powered software used in media and entertainment [1][3]. Group 1: Lawsuit Details - Autodesk alleges that it began using the "Flow" name for its software in September 2022, while Google launched its own Flow software in May 2025, targeting the same industries [2]. - The lawsuit claims that Google's actions have caused consumer confusion and irreparable harm, with Autodesk seeking both compensatory and punitive damages [3]. Group 2: Product Information - Autodesk Flow serves as a production hub for media and entertainment, with recent updates focusing on content organization, editorial collaboration, and new free tiers for creators, students, and educators [4]. - Google’s Flow, introduced in May, is described as an AI filmmaking tool aimed at helping creatives explore ideas and create cinematic content [5].

Australia's Macquarie Group said on Tuesday its thirdquarter profit rose from a year earlier, helped by stronger performance across its business divisions. ...

周五美股成交额第1名英伟达收高2.4%，成交371.99亿美元。高盛将英伟达目标价定为250美元，预计 Q4营收将达673亿美元 高盛认为，英伟达有望带来20亿美元的营收"惊喜"。该行分析师预计，英伟达2025财年第四季度营收将 达到673亿美元，同时在盈利端也将超出市场预期。 "我们预计英伟达在第四财季的营收将超出预期约20亿美元，而我们对第一财季营收的预测也比市场共 识高出8%。" 高盛分析师在研究报告中写道，"我们对第四财季和第一财季的每股收益（EPS）预测， 分别比市场高出5%和9%。" 上周晚些时候，Stifel也进行了类似的评级下调，分析师对微软Azure云计算业务的增长速度提出警告。 Melius分析师Ben Reitzes写道："由于Anthropic推出的Cowork等产品，微软强大的365软件可能会面临挑 战，甚至可能为了保持竞争力而不得不免费提供 Copilot，这将损害其利润最丰厚的'生产'部门的增长和 利润率，消耗Azure的内部产能，限制该业务超预期的表现。" 第7名美光收跌2.84%，成交117.64亿美元。半导体研究机构指出，美光或无缘Rubin首年订单，HBM4 成韩系寡头内 ...

As Alphabet returns to the debt market to fund its artificial intelligence buildout, the company is acknowledging new risks tied to the rise of AI and its hefty investments in infrastructure.In its annual financial report late last week, the Google parent highlighted the potential impact of AI on the company's core advertising business and the possibility of ending up with "excess capacity" from its costly commitments. "To meet the compute capacity demands of AI training and inference, as well as traditiona ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

Alphabet unit Waymo said on Monday it has gone fully autonomous in Nashville, Tennessee, ramping up operations as the robotaxi race heats up in the United States. ...