Major tech hyperscalers like Meta, Oracle, Amazon, Microsoft, and Alphabet have accumulated $1.65 trillion in AI-related off-balance-sheet debt, mainly through special purpose vehicles and private credit. This financing approach moves risk away from these giants but exposes private credit and asset-backed lenders to potential losses if AI demand weakens or chip collateral values drop. Despite signs of tightening in the AI debt market, including widening credit default swap spreads for Oracle and Nvidia and a drop in Alphabet’s century bond price, the analyst remains optimistic about the long-term prospects of AI and mega-cap tech companies, considering current debt structures manageable under present market conditions.
The Roundhill Magnificent Seven ETF (MAGS) provides equal-weight exposure to seven leading mega-cap tech stocks: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla. Since its April 2023 launch, it has attracted $3.5 billion, reflecting stron...
Google DeepMind released new Gemini Flash AI models—3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber—offering improved coding, efficiency, and cybersecurity features at lower costs. The 3.6 Flash reduces token usage by up to 17%, making it cheaper than...
OpenAI and Anthropic increased their federal lobbying spending to a record $3.17 million in Q2 2026, up 23% from Q1, as they prepare for upcoming IPOs and the midterm elections. Anthropic spent $1.97 million, surpassing Nvidia, while OpenAI spent $1....
Alphabet is set to report its Q2 earnings on July 22, drawing attention to leveraged ETFs like Direxion's GGLL (bullish) and GGLS (bearish) that track the stock's daily performance. Despite a 12% gain year-to-date, Alphabet's shares have dipped 3% re...
Alphabet, Google's parent company, is set to report earnings on July 22 amid mixed signals. The stock has gained 11.43% year-to-date and benefits from strong AI advancements and a major $80 billion equity raise involving Berkshire Hathaway. However, ...
