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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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Jul 10, 2026 / Tyler Durden
Socialist NYC Mayor Mamdani Inadvertently Hands ICE A Target Map To Catch Illegals
Socialist NYC Mayor Mamdani Inadvertently Hands ICE A Target Map To Catch Illegals
Far-left New York City Mayor Zohran Mamdani, who has repeatedly denounced capitalism while promoting a socialist reconstruction of the metro area, sparked uproar this week after releasing a map highlighting 30 migrant enclaves while omitting historic Italian, Irish, and Jewish communities.
The map includes areas such as Little Palestine, Little Pakistan, Little Yemen and Little Guyana, but leaves out Little Italy, Irish enclaves including Woodlawn and Sunnyside, and Brooklyn's heavily Orthodox Jewish Borough Park.
Mamdani's decision to leave...
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May 12, 2026 / Tyler Durden
First Houthi Drones Sent On Israel Since Iran Ceasefire Took Effect
First Houthi Drones Sent On Israel Since Iran Ceasefire Took Effect
In what appears to be the first Houthi attack out of Yemen since the broader Iran ceasefire came into place starting in early April, the Israel Defense Forces said a drone "launched from the east" was intercepted by the Israeli Air Force near the southernmost city of Eilat on Tuesday.
The IDF further indicated it is believed to have been launched from Yemen, although the IDF is still investigating its origin, according to Israeli media reports. Israel's Channel 12 is citing...
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Jun 14, 2026 / Tyler Durden
US-Iran MoU Deal Signing 'Hours' Away As Pezeshkian Touts Acceptable, Positive Results For Iran
US-Iran MoU Deal Signing 'Hours' Away As Pezeshkian Touts Acceptable, Positive Results For Iran
Summary
Iran's president issues pro-MoU signing statement as Tehran is boasting of great and solid results for its side. There are reports this includes a significant release of billions in its frozen assets in the West.
White House still suggesting an electronic MoU deal to be signed with Iran on Sunday, which leaves nuclear negotiations to further date, only with commitment that Iran not pursue a nuke.
Trump: new strikes on Beirut's southern suburbs "should not have happened" and given...
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