Amazon, Meta, Microsoft, Google, all reporting quarterly earnings in a 71 second window. And they're all telling the same story. AI demand is exploding and it's driving a massive spending race.Capex, that's the money going into data centers and chips. Microsoft's capex around $190 billion this year. Alphabet planning $180 to $190 billion.Meta raising its guide for capex to a range of 125 billion to 145 billion. and Amazon spending $44 billion in just one quarter and 151 billion over the past year on infrast ...

Alphabet’s C$8.5 billion ($6.24 billion) bond deal is driving corporate and provincial spreads wider in Canada as investors’ enthusiasm for the hyperscaler’s debt tests the market’s ability to absorb it. https://t.co/rYV2aA0RsK ...

Google parent company Alphabet has kicked off the sale of a six-part debt sale in euros https://t.co/5mQkRauvtC ...

Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks:【How to read EMIB-T's 90% yield?】1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point.2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%.3. On yield, getting from 90% to 98% is harder than getting fro ...

🔥 BIG: Alphabet $GOOG is now just 4.63% away from flipping NVIDIA $NVDA to become the world's second largest asset by market cap. https://t.co/WhW1WwysFu ...

Alphabet added a historic amount to its market capitalization on Thursday, following blowout quarterly earnings that sent the stock skyrocketing https://t.co/ybV9YSSRIW ...

🚨 BIG: Alphabet Inc. added ~$420B in market cap in a single day, putting it within 6% of overtaking Nvidia as the world’s most valuable public company. https://t.co/NGwRl6CBGE ...

Samsung is expected to outearn Apple, Microsoft and Alphabet, while two other memory giants are projected to enter top-10 profit list this year https://t.co/CKo5rTUkZA ...

Big Tech just dropped Q1 earningsMSFT ✅ META ✅ GOOG ✅ AMZN ✅All four beat analyst expectations on EPS and revenue.Trade them all as tokenized equities 24/5 on Kraken 👇https://t.co/vdqaTjit5Q https://t.co/1UJcGFxoU4 ...

Google gains 25M subscriptions in Q1, driven by YouTube and Google One https://t.co/JvT3rtfCYi ...