Article
Alphabet Raising $80BN In Equity To Fund Capex, Including $40BN ATM Offering And $10BN Deeply Discounted Deal With Berkshire
Alphabet Raising $80BN In Equity To Fund Capex, Including $40BN ATM Offering And $10BN Deeply Discounted Deal With Berkshire
As we have discussed ad nauseam in the past years, perhaps the biggest mystery surrounding the entire AI supercycle, is where will the hyperscalers find the funds to pay for the trillions in projected capital spending now that most of their Free Cash Flow is flat or negative (with the exception of Microsoft).
And while many are forced to resort to aggressive debt issuance with Morgan Stanley estimating that credit markets will...
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Oct 20, 2026 / Tyler Durden
Shocker: Teens Put Down Their Phones For Summer Camp, Mental Health Improves
Shocker: Teens Put Down Their Phones For Summer Camp, Mental Health Improves
For two to three-and-a-half weeks, teenagers at a Maine summer camp traded their devices for outdoor activities and face-to-face friendships. By the end, their mental health had improved - with the largest gains among those who arrived struggling.
The findings add to research suggesting that relief from constant connectivity can produce benefits surprisingly quickly. They also raise a question - How much of it depends on what replaces the screen?
The study, published in Mental Health & Prevention, assessed 192 adolescents...
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Mar 27, 2026 / Tyler Durden
US Signals Allies 'No Immediate Plans' For Ground Invasion, As Iran Warns 'Heavy Price' To Pay For Nuclear & Steel Plant Attacks
US Signals Allies 'No Immediate Plans' For Ground Invasion, As Iran Warns 'Heavy Price' To Pay For Nuclear & Steel Plant Attacks
Summary
US signals to allies no ground invasion coming, with thousands of troops still en route: Iran denies requesting Donald Trump’s 10-day halt; Israel attacks steel & industrial sites. Also, Khondab Heavy Water Research Reactor, part of the Arak Nuclear Complex, targeted. Yellow Cake factory in Yazd province hit.
Escalation on all fronts: IRGC HQ targeted by US-Israsel; Iran signals expansion by naming UAE targets, hitting Kuwait ports and sending drones...
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Aug 4, 2026 / Tyler Durden
AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations
AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations
AMD beat on its top- and bottom-line:
Revenue: $11.54B vs $11.28B expected
Adjusted EPS: $1.66 vs $1.62 expected
Good news.
With Data center revenue up 107% year over year to $6.72B, better than the $6.6B expected.
More good news.
As Bloomberg reports, last month, Chief Executive Officer Lisa Su rolled out new products that the company said will outperform offerings from Nvidia, adopting a more aggressive stance in a market it predicts will reach $1.4 trillion by 2030. That further raised already lofty investor expectations.
The chipmaker forecast that...
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