Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996
Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds — Alphabet has lined up banks to sell …
Alphabet raised $20B in its biggest ever US dollar bond sale, more than the $15B initially expected, after drawing more than $100B of orders
Here's all we knowErin Woo /The Information:Alphabet Reportedly Set for $20 Billion US Bond SaleEstefano Gomez /Crypto Briefing:Alphabet draws $100B+ demand for $15B bond sale to f...
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year
Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B
MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024
Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government will “backstop” financing of its data center deals
Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments
Filing: Intel warns the US taking a 10% stake could cause “adverse reactions”, like in international sales, which made up 76% of revenue in its past fiscal year
Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking …
The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week
Chipmakers agree to unusual arrangement to secure export licences from Trump administration — Nvidia and AMD have agreed …
President Trump says he will impose a “tariff of approximately 100% on chips and semiconductors”, exempting firms like Apple that “committed to build” in the US
Donald Trump declared plans to slap a 100% tariff on semiconductor imports yet promised to exempt companies …
Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3%
Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …
Donald Trump signs an executive action to direct officials to create a US sovereign wealth fund and says that it could be used to facilitate a sale of TikTok US
- Fund could be used as US facilitates TikTok sale, Lutnick says — Bessent says fund will be created in the next 12 months
Meta reports Q3 revenue up 19% YoY to $40.59B, net income up 35% YoY to $15.69B, and family daily active people up 5% YoY to 3.29B on average for September 2024
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2024.
Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities
Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities — Silicon Valley Bank has launched a $2.25bn share sale …
Some VC firms are encouraging their portfolio companies to pull funds out of Silicon Valley Bank while others are advising startups to keep no more than $250K
Silicon Valley Bank CEO Greg Becker on Thursday told top venture capitalists in Silicon Valley to “stay calm” …