Alphabet
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Berkshire CEO Abel calls Alphabet's Google a 'significant player' in AI.
corporate action · Impact 50Nvidia invested $3.5 billion in convertible bonds from MediaTek, formalizing an expanded partnership across AI infrastructure, local AI computing, and automotive. MediaTek also said Alphabet participated in its $3.9 billion bond offering.
analyst action · Impact 40Wolfe Research reiterated Outperform on GOOGL with a $460 PT and raised 2027 revenue and EPS estimates. The firm also forecasts Q3 Google Cloud growth of +125% YoY, above the Street's +87%.
corporate action · Impact 40Google has hired Barret Zoph, co-founder and former CTO of Thinking Machines Lab, as VP of Research. He will work on Gemini, focusing on reinforcement learning and post-training, per WSJ.
corporate action · Impact 70Marvell grants Google warrant for up to 59M shares tied to custom-chip partnership.
corporate action · Impact 60An unverified social-media claim says Alphabet is raising capital to fund up to $205 billion in 2026 capital expenditures, highlighting the scale of AI-related financing demands. No further details are available.
corporate action · Impact 30Alphabet (Google) is issuing its first Australian-dollar-denominated bond, targeting about A$5 billion ($3.6 billion) across four maturities up to 20 years. The move expands the company's funding sources and adds depth to the AUD corporate bond market.
corporate action · Impact 30Alphabet is reportedly seeking $3,600,000,000.00 in its first-ever Australian bond sale to help fund its AI spending boom.
corporate action · Impact 60Berkshire Hathaway Q2 portfolio adds D.R. Horton, exits Constellation Brands, boosts Alphabet.
corporate action · Impact 60Google discloses 7.2% SpaceX Class A stake worth ~$94B.
earnings · Impact 30Druckenmiller's Duquesene has updated its 13F. New positions.
macro · Impact 40Big Tech AI CapEx seen hitting 2.4% of GDP in 2026, surpassing dot-com telecom peak.
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