Alphabet Inc is preparing to issue up to A$5 billion in Australian-dollar bonds, potentially the largest corporate bond sale in Australia, to support its growing investment in artificial intelligence infrastructure. The bonds will include 3, 5, 10, and 20-year maturities with fixed or floating rates, broadening Alphabet's funding sources. This move follows increased capital expenditure guidance for 2026, reflecting faster deployment of AI capacity. The bond sale is managed by ANZ, Deutsche Bank, RBC Capital Markets, and TD Securities.
Alphabet introduced its first-ever listed income security, the Series A and C Mandatory Convertible Preferred stocks, paying a 6.25% annual dividend and trading on Nasdaq. This new instrument, part of the largest US equity capital raise, funds Alphab...
Microsoft's growing accounts receivable, reaching $80.9 billion in fiscal 2026, suggests it is financing its customers, particularly in AI-related contracts like with OpenAI. This trend highlights shifting power dynamics where dominant customers may ...
David Tepper's Appaloosa LP disclosed its Q2 2026 portfolio centered on five mega-cap AI-related stocks: Amazon, Micron, Taiwan Semiconductor, Meta, and Alphabet. Tepper maintained Amazon as the largest holding and trimmed Micron shares by 41%, takin...
Greg Abel, Warren Buffett's successor at Berkshire Hathaway, invested about $17 billion in Alphabet during Q2 2026, making it a core holding. This move aligns with Alphabet's strong fundamentals, including 24.2% revenue growth and a low valuation. Ab...
The U.S. 30-year Treasury yield surged to 5.33%, its highest since 2007, driven by concerns over rising government debt and inflation risks. Nasdaq plans to launch a 23-hour trading session starting December 2026, pending regulatory approval, expandi...
