Tag GOOGL
Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate. Their investment in the secretive U.S. startup founded in 2022 .....
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Google, Meta and Microsoft spent almost $80bn over the last quarter on artificial intelligence infrastructure, but investors had markedly different.....
Continue ReadingNVIDIA (Nasdaq: NVDA) shares closed the day up 2.99% on Wednesday. That’s especially notable because NVIDIA saw 4.98% gains the day before. I would say these levels of gains are unprecedented for a $5 trillion company, but the idea of a $5 trillion company itself is unprecedented. NVIDIA surged today despite terrible market breadth. Consumer Staples were down ... NVIDIA (NVDA) Shares Surge 3% Today: Why One Picture Drove $400 Billion In Stock Gains...
Continue ReadingOn October 28, 2025, TeraWulf announced a 25-year joint venture with Fluidstack to develop a 168 MW high-performance computing data center at its Abernathy, Texas campus, representing US$9.5 billion in contracted revenue and backed by a US$1.3 billion Google lease guarantee for project financing. This agreement signals TeraWulf's shift from bitcoin mining toward AI infrastructure, enabling the company to secure long-term, contracted revenue streams and strengthen its position in the growing.....
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Alphabet Inc., Meta Platforms Inc. and Microsoft Corp. — together racked up some $78 billion in capital expenditures last quarter. Most of that cash was destined for data center construction and graphics processing units and other gear to fill them. Meta and Microsoft shares fell in after-hours trading on Wednesday after the companies disclosed the expenditures as part of quarterly reports...
Continue ReadingAlphabet shares rose 38% during the quarter, which represents a striking $810 billion increase in market value. Read more here...
Continue ReadingYouTube's dominance in teen video consumption and music streaming underpins Alphabet's media strength. Read why GOOG stock is a Buy...
Continue ReadingMicrosoft revealed that its spending on AI infrastructure hit almost $35bn (£26.5bn) in the three months to the end of September, a sharp rise compared with the year before. Alphabet has also set out aggressive spending ambitions, but placated investors thanks to an impressive set of results that surpassed analysts' expectations...
Continue ReadingYouTube CEO Neal Mohan told employees about the program via an internal memo on Wednesday...
Continue ReadingSales growth in Google Cloud, the unit that rents out servers over the internet, reached 34% in the quarter...
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