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YOU WONT BELIEVE: 2 - What They Never Told You

Debt concerns: treasurer's era of cheap-money ending

Borrowing money is getting more expensive, but AI "hyper-scalers" competing for your cash are not necessarily to blame, according to economists.

AAP · Sep 28

Meta’s Muse Could Be the Biggest Threat Google Has Faced in 20 Years

Meta’s Muse could challenge Google’s $63 billion Search business by replacing searches, clicks, and ads with AI-driven decisions and transactions.

Barchart · Sep 26

Why It’s Time to Buy Alphabet Stock

Alphabet’s growth outlook remains solid, driven by its diversified revenue base.

Barchart · Sep 25

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Trump-Xi state dinner at White House attended by 21 billionaires with combined wealth almost equal to Canada’s GDP

On September 24, US President Donald Trump hosted a high-profile state dinner welcoming Chinese President Xi Jinping. The event saw the presence of over 130 distinguished guests, including key figures from the tech and business sectors of both nations. The dinner served as a platform to address vital issues, such…

The Economic Times · Sep 25

Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage

Jefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft can sustain $990 billion in projected 2027 capex. He also sees Indian IT services as a potential reverse AI trade, with valuations falling even as employment remains resilient.

The Economic Times · Sep 25

Lowe's Wants To Deliver Missing DIY Supplies In 20 Minutes. It's Sending Them By Drone.

The launch adds Lowe's to a growing group of major retailers using drones to shorten delivery times for small, urgent orders.

International Business Times · Sep 24

Tech Industry Says Trump's H-1B Fee Could Put U.S. Companies at a Global Disadvantage

Tech industry group TechNet is urging the Trump administration to withdraw a proposed $103,265 H-1B visa fee, arguing the charge restricts access to skilled foreign talent and harms U.S. global

Latin Times · Sep 24

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US stocks: US market ends down as oil prices, Treasury yields rise

In a turbulent day for Wall Street, the markets faced declines primarily driven by disappointing performances from Alphabet and Amazon, compounded by increasing Treasury yields. Meanwhile, a spike in oil prices ensued following Iran's President's remarks at the UN, impacting overall market sentiment. Despite this, US business activity surged to…

The Economic Times · Sep 23

How to Play Google Stock as Trump TV Launches on YouTube

The launch of Trump TV on YouTube broadens the streamer's reach, adding another factor for investors weighing Google’s growth outlook.

Barchart · Sep 23

These 4 Companies Are Monetizing AI Today

NVIDIA, Microsoft, Alphabet, and Palantir are monetizing AI through distinct moats, from hardware and cloud services to advertising and safety-focused data orchestration, driving cash flow and shareholder returns.

MarketBeat · Sep 23

Ex-Google safety chief warns AI could harm children more than social media did

The founder of the trust and safety team at Alphabet's Google this week called for a slowdown in AI development, warning that the tech industry was repeating the same mistakes from the social media era, potentially causing even greater harm to

The Economic Times · Sep 22

Broadcom CEO Holds $350B Outlook Strong Amid Calls to Slow Froniter AI Development

CEO Hock Tan defended Broadcom's $350 billion AI chip outlook amid Anthropic's calls to slow frontier AI development, citing the company's inference-focused customer relationships.

MarketBeat · Sep 22

3 Retail Dips Backed by Rising Consumer Demand

Consumer demand rose 7.9% year-over-year in August even as retail stocks sold off, and TradeSmith's Andy Swan sees Walmart, Home Depot and Amazon benefiting.

MarketBeat · Sep 21

Alphabet Pushes Deeper Into Voice AI With New Gemini Models

Alphabet is expanding Gemini deeper into real-time voice agents, adding another potential growth channel to an AI business already gaining considerable enterprise traction.

Barchart · Sep 21

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Fortune · Sep 21

Warren Buffett's last lesson as chair: Culture and capital require different guardians

Buffett separates Berkshire’s operating authority from its cultural stewardship.

Fortune · Sep 20

U.S. economy hits pivotal milestone: Spending on data centers and other information-processing hardware now exceeds housing investment

"We’re seeing a pivotal shift in the US economy: investment is shifting away from residential investment and towards computers."

AAP · Sep 18

Australia faces higher public debt costs after new peak

Governments around the world will have to pay more to borrow money to fund their public debt, partly due to competition for cash from AI hyperscalers.

Barchart · Sep 18

Alphabet Stock Stays Flat - Ideal for GOOGL Short Put and Put Credit Spread Plays

Alphabet stock (GOOGL and GOOG) has been flat for the last 1 to 3 months. That works for investors who short out-of-the-money (OTM) puts or do vertical put credit spreads. They collect income in both plays.

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Barchart · Sep 17

Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike

Nvidia, OpenAI, and Oracle are locked in a $745 billion circular financing loop. The Fed's first rate hike since 2023 could be what finally puts it to the test.

MarketBeat · Sep 15

A Sub-20 P/E on GOOGL? The Market May Be Missing Something

Alphabet shares rose after its P/E fell near 17.5, a discount to the S&P 500, while a 22-year nuclear power deal with Fortum and Buy-rated analyst support point to long-term strength.

MarketBeat · Sep 14

The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares

As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.

Fortune · Sep 14

Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain

Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.

The Economic Times · Sep 14

Slow the AI race? Investors weigh the potential cost

Calls to rein in the development of ever more powerful AI models are fuelling fears over the massive capital outlays in the sector -- and the prospect that profits from the promised revolution might not be enough to cover them. Anthropic meanwhile is gearing up for an imminent IPO to…

France 24 · Sep 14

Investors weigh the potential cost of AI 'slowdown'

The AI boom that has powered markets and unleashed a flood of investment is showing signs of strain. Calls to slow the development of powerful models fuel doubts over whether the sector's promised profits can justify its staggering costs.

Barchart · Sep 12

Google Just Dropped a Bombshell on AI Spending — Alphabet’s $200 Billion AI Bet Is Starting to Pay Off Big

Google says its AI servers pay back in under two years, while its own chips take about one year. That could make Alphabet’s $200 billion AI spending look increasingly profitable.

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