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Google Sets 100-Year Bond Sale As Debt Grows Amid Capital Spending Boom
Investors· 2026-02-09 15:51
Google Stock: Alphabet Sets $15 Billion Bond Sale Amid Capital Spending Boom | Investor's Business DailyBREAKING: [Stocks Open Tightly Mixed As Oracle Soars, Intel Stumbles]---Google-parent Alphabet (GOOGL) plans a $15 billion bond sale as it continues to add debt amid a massive capital spending increase to build out artificial intelligence data centers. Google stock has edged up 2% in 2026 after surging 65% last year as investors mull potential revenue growth from growing AI investments. In 2025, Google so ...
分析是称AI建设热潮挤压供应链
Xin Lang Cai Jing· 2026-02-09 15:42
责任编辑:张俊 SF065 《华盛顿邮报》刊文指出,亚马逊(AMZN)、Alphabet(GOOGL)、微软(MSFT)、Meta (META)和甲骨文(ORCL)的巨额AI资本支出正导致芯片与劳动力短缺,推高设备成本。 《华盛顿邮报》刊文指出,亚马逊(AMZN)、Alphabet(GOOGL)、微软(MSFT)、Meta (META)和甲骨文(ORCL)的巨额AI资本支出正导致芯片与劳动力短缺,推高设备成本。 责任编辑:张俊 SF065 ...
5-star analyst flags sharp contrast between Amazon, Google stock
Yahoo Finance· 2026-02-09 15:37
Amazon (AMZN) and Google-parent Alphabet (GOOGL) are collectively spending a ton on AI, to say the least. However, according to a top-ranked Citi analyst, they’re doing it with remarkably different financial safety nets, with major implications for their investors. Citi Global Head of Tech and Communications Heath Terry argues that the AI arms race isn’t just about who has demand, but also about who can pay for the next big phase without weighing down their balance sheet. That’s exactly where Amazon and ...
Alphabet Looks to Raise $15 Billion From US Bond Sale
Youtube· 2026-02-09 15:03
CLOBBERING MICROSOFT AND AMAZON. JOINING US IS CAROLINE HYDE. IT IS A GIGANTIC COMPANY.AND THEY'RE TAPPING THE SWISS MARKET AND STERLING MARKET. THEY'RE LOOKING TO SELL A REALLY RARE 100 YEAR STERLING BOND AS WELL. THEY ARE OUT THERE ACROSS EVERY TYPE OF DEBT MARKET.CHIPMAKER IN GERMANY AS THE BOND MARKET VERY SUCCESSFULLY OVER IN EUROPE AS WELL. HOT ON THE HEELS OF ORACLE HAVING SOLD $25 BILLION OF DEBT IN THE BEGINNING OF LAST WEEK. THEY HAVE $129 MILLION OF DEMAND.YOU MIGHT BE BRACING FOR $400 BILLION OF ...
美股三大指数集体低开,减肥药概念股普涨
Feng Huang Wang· 2026-02-09 14:51
凤凰网财经讯 2月9日,美股三大指数集体低开,纳指跌0.34%,道指跌0.25%,标普500指数跌0.24%。 减肥药概念股普涨,诺和诺德涨超5%,礼来涨超2%,因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱,美光科技跌超3%。 公司消息 【黄仁勋力挺科技巨头超6000亿美元资本开支:需求旺盛 AI投资创造更多收入】 英伟达CEO黄仁勋在接受外媒采访时表示,科技行业在AI(人工智能)基础设施方面不断增长的资本 支出是合理、适当且可持续的,因为这些公司的现金流都将开始增长。包括微软、亚马逊、Meta、甲 骨文公司和Alphabet在内的科技巨头,正计划在2026年总计投入超过6000亿美元的资本支出。黄仁勋强 调,"人类历史上规模最大的基础设施建设"正在展开,其背后动力是对算力的"极度旺盛"的需求,AI公 司和超大规模云服务商正利用这些算力来创造更多收入。 【古尔曼:未来几周苹果将密集推出新产品】 科技记者马克·古尔曼(Mark Gurman)表示,苹果公司未来几周将推出一系列新产品,包括iPhone 17e、新款iPad,以及搭载M5 Pro/Max芯片的MacBook等。 ...
美股中概股集体下跌
第一财经· 2026-02-09 14:49
2月9日,美股三大指数集体低开,纳指跌0.37%,道指跌0.21%,标普500指数跌0.26%。 大型科技股涨跌不一,闪迪跌超4%,超威半导体跌近2%;甲骨文涨近5%。 | 名称 | 涨跌幅 现价 | | --- | --- | | 道琼斯工业平均 | -0.21% 50008.58 | | 纳斯达克指数 | -0.37% 22945.34c | | 标普500 | -0.26% 6914.06 | 热门中概股集体下跌,纳斯达克中国金龙指数跌0.7%,理想汽车、哔哩哔哩、新东方、蔚来跌超 3%,携程集团、百度集团、腾讯音乐、京东集团跌超1%。 | 名称 | 涨跌幅 ▲ | 现价 | | --- | --- | --- | | 理想汽车 | -3.80% | 18.250 | | 昨週歩1 | -3.30% | 30.490 | | 新东方 | -3.30% | 60.650 | | 劇来 | -3.08% | 4.885 | | 搜狐 | -2.57% | 15.939 | | 携程集团 | -1.95% | 58.240 | | 百度集团 | -1.64% | 143.540 | | 小马智行 | -1.3 ...
TotalEnergies to Supply 1 GW of Solar Power to Google Data Centers in Texas
Yahoo Finance· 2026-02-09 14:40
TotalEnergies has signed two long-term power purchase agreements (PPAs) with Google to supply a combined 1 gigawatt (GW) of solar capacity to the tech giant’s data centers in Texas. The agreements span 15 years and will deliver an estimated 28 terawatt-hours (TWh) of renewable electricity over their lifetime, reinforcing the growing link between hyperscale data centers and large-scale clean power development. The electricity will be generated from two TotalEnergies-owned solar projects currently under d ...
Google Signs Data Center Solar Energy Deal With This Unexpected Partner
Investors· 2026-02-09 14:34
Google Signs Data Center Solar Energy Deal With This Unexpected Partner| Investor's Business DailyBREAKING: [Stocks Open Tightly Mixed As Oracle Soars, Intel Stumbles]---TotalEnergies (TTE) early Monday announced it has signed two new long-term power purchase agreements to deliver 1 gigawatts of solar capacity, equivalent to 28 terawatt hours of renewable electricity over 15 years, to supply Alphabet (GOOGL)- owned Google data centers in Texas. TTE stock edged slightly higher at the stock market open Monday ...
Tech Wrap Feb 9: Galaxy F70e 5G launched, Gemini in Chrome, Apple CarPlay
Business· 2026-02-09 14:33
Smartphone Industry - Samsung has launched the Galaxy F70e 5G in India, targeting Gen Z consumers with a focus on camera capabilities for content creation [1] - Google is rolling out Gemini-powered features in Chrome for Chromebooks, starting with Chromebook Plus models, enhancing AI integration in ChromeOS [2] - Apple plans to open CarPlay to third-party voice-controlled AI apps, allowing alternatives to Siri, indicating a strategic shift [3] - Xiaomi is preparing to launch a global variant of its Xiaomi 17 series smartphones, which may feature a battery approximately 10% smaller than the Chinese version [10] - The Redmi Note 15 Pro Plus maintains the core identity of the Note series, featuring a new 200MP main camera and reliable performance [12] - India's smartphone market experienced a structural shift in 2025, with a 1% year-on-year decline in overall shipments but increased demand for affordable 5G devices [13] Semiconductor Industry - Qualcomm has successfully completed a 2nm chip design, highlighting India's growing role in global semiconductor innovation [5] - Amazon's AWS is strengthening its partnership with STMicroelectronics to secure semiconductor technologies for data centers, focusing on high-bandwidth and energy-efficient chips [16] AI and Consumer Electronics - OpenAI is reportedly entering the consumer hardware segment with AI-powered earbuds, with a simpler product expected to launch before a more advanced device [7] - Google plans to extend Android's Quick Share feature to more devices, enhancing interoperability with Apple's AirDrop [6] - Telegram is rolling out a major redesign for its Android app, introducing a new visual style and interface changes [8][9] Market Trends - Recent market volatility has shown rapid shifts in investor sentiment, particularly regarding AI-driven disruptions and their impact on market valuations [14] - Memory component prices are rising due to increased demand for AI infrastructure, affecting supply for consumer electronics [15]
AI投资热潮推动科技巨头加码融资 Alphabet(GOOG.US,GOOGL.US)拟发行约150亿美元高评级债券
Zhi Tong Cai Jing· 2026-02-09 14:32
在人工智能投资热潮持续升温之际,谷歌母公司Alphabet(GOOG.US,GOOGL.US)正计划通过发行美国高评级美 元债券筹集约150亿美元。知情人士称,此举将进一步加入走在AI投资前沿的企业密集融资行列。 大型云计算公司,也被称为"超大规模云服务商(hyperscalers)",今年预计将投入超过6500亿美元用于扩建人工智 能基础设施。自去年以来,这一群体已向债券市场大量发债,并被投资者踊跃吸纳,但与此同时,市场对AI支 出过快、可能催生泡沫的担忧也在升温。 Alphabet上周表示,预计今年资本开支最高将达到1850亿美元,远超市场此前预测。同时,公司公布的第四季度 业绩也整体好于彭博汇总的分析师平均预期。 该公司上一次进入美国债市是在去年11月,当时融资175亿美元,吸引了约900亿美元认购。其中包括一只50年 期债券,这是去年美国美元计价科技企业中期限最长的一笔债券发行,且该债券在二级市场表现持续走强。同 期,Alphabet还在欧洲市场发行了65亿欧元债券。 根据测算,到2029年,人工智能、云基础设施和数据中心相关的资本支出累计规模有望达到3万亿美元。 就在上周,甲骨文(ORCL.US)通 ...