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AI Investment

AI & Machine Learning

Alphabet Issues Century Bonds for AI Funding

Marcus Chen -
Alphabet issues century bonds to fund AI infrastructure investments. The move signals massive capital expenditure in the competitive AI landscape.
Investing

Oaktree: Memory Cycle Lessons Forgotten?

Marcus Chen -
AI fuels a memory chip boom, boosting semiconductor stocks. But is this just another cycle, or can AI demand break the boom-bust pattern?
Investing

Alphabet Eyes 100-Year Sterling Bond Sale

Marcus Chen -
Alphabet issues rare 100-year Sterling bonds, signaling a strategic shift in financing. The move supports their $185B capex budget, fueling the AI arms race.
Anthropic

Anthropic Nears $20B Funding Round Close

Sarah Mitchell -
Anthropic nears a $20B funding round, doubling its valuation in 5 months. This signals strong investor confidence in their enterprise AI solutions.

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