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03.06.26 - 19:30
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What does the UK watchdog′s new Google AI results rule mean for publishers? (The Guardian)
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Giving news websites the power to block their content from being used in AI summaries will have global ramificationsThe UK's competition watchdog has ordered Google to change how it uses publishers' content in its AI-powered search results, in a move that will have global ramifications.The Competition and Markets Authority (CMA) is using powers that allow it to set bespoke rules for major tech firms that it deems to have “strategic market status”. Google, the world's largest search engine, is one of those companies. Continue reading......
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02.06.26 - 09:06
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Alphabet to raise $80bn from share sales to fund AI spending splurge – business live (The Guardian)
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Rolling coverage of the latest economic and financial newsAnthropic confidentially files for initial public offering on US stock marketAlphabet's massive share sale, and Anthropic's IPO, are also reminders that an AI crash would have serious consequences for investors, both large and small.Ipek Ozkardeskaya, senior analyst at Swissquote, explains:The AI race is no longer being funded solely by venture capitalists willing to lose money for a decade in exchange for a shot at changing the world. The financing is becoming increasingly institutionalized. Just yesterday, Alphabet announced plans to raise $80 billion to fund its AI ambitions – one of the biggest stock deals in history – including a $10 billion investment from Berkshire Hathaway.This means that AI is increasingly becoming a financing story as well. And the deeper traditional finance gets involved, the more the AI story shifts from a technology narrative toward a financing and credit narrative.AI is driving an expansionary moment for Alphabe...
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28.05.26 - 17:12
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Caesars Entertainment Agrees to Buyout; Snowflake Soars on Outlook | Stock Movers (Bloomberg)
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On this episode of Stock Movers with John Tucker:
- Apple (APPL) is moving on news the next iPhone, iPad and Mac software updates will feature a revamped Siri interface and a new chatbot-style app. The new Siri will include features such as the ability to understand personal data and analyze on-screen content, a rebuilt model using Google Gemini technology, and AI-powered web search.
- Caesars Entertainment (CZR) shares are on the move as the company agreed to be bought by Fertitta Entertainment Inc. in a $5.7 billion, all-cash deal. Caesars shareholders will get $31 a share in cash, which represents a 49% premium over Caesars' stock price on Feb. 25.
- Snowflake (SNOW) is soaring after the software maker gave a stronger-than-expected annual outlook and signed a $6 billion multiyear agreement to use Amazon.com Inc.'s cloud services and chips. (Source: Bloomberg)...
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22.05.26 - 12:24
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Tech-Giganten schlagen schon wieder alle Erwartungen ? jetzt wird die Börsenstory noch heißer (Ariva)
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Die Magnificent 7 haben im ersten Quartal alle Erwartungen geschlagen. FactSet zeigt: Nvidia, Amazon, Alphabet und Meta treiben den S&P 500 weiter massiv an. Die großen US-amerikanischen Technologiekonzerne haben im 1. Quartal deutlich besser abgeschnitten als erwartet. Nachdem Nvidia am 20. Mai seine Zahlen vorgelegt hat, liegen nun alle Ergebnisse der sogenannten Magnificent Seven vor. Laut FactSet meldeten alle 7 Unternehmen positive ......
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20.05.26 - 23:02
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance (ZeroHedge)
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU business;
Competitive landscape changes against Google TPU, agentic CPU, other ASICs.
With that in mind, here is what the world's biggest company just reported for Q1:
Revenue $81.62BN, beating Exp $79.19BN, but a bit light of the $82BN whisper
Adj EPS $1.87, beating Exp $1.76
Adj. Gross Margin 75%, beating Exp. 74.5%
Solid all around.
The company's all-important disclosed Da...
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19.05.26 - 16:48
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Meta′s AI Worker Shift; Home Depot Sales Fall Short | Stock Movers (Bloomberg)
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On this episode of Stock Movers with Alexis Christoforous:
- Shares of CoreWeave (CRWV) and other neo-cloud companies slump premarket after Alphabet agreed to create an artificial intelligence cloud business with Blackstone. Google agreed to create an AI cloud business with Blackstone.
- Meta (META) shares are moving as it's reassigning workers to new jobs related to artificial intelligence as part of a broad corporate restructuring. The new corporate structure will be "flatter" and mean "smaller teams", according to Chief People Officer Janelle Gale.
- Home Depot (HD) shares are moving in the premarket after sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below the average of analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, which have sparked a pullback in home purchases and upgrade projects. (Source: Bloomberg)...
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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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30.04.26 - 23:01
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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company's new AI tools and partnership with Google.
(Source: Bloomberg)...
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