Leading US AI companies like Google, Microsoft, Meta, Oracle, and Amazon are driving economic growth with heavy capital spending. However, their rapid investment and financial moves, including Alphabet's $80 billion equity raise and unclear AI spending reports, raise concerns about systemic risks if these firms falter. The author has exited AI-focused stocks, shifting to safer assets like dividend ETFs, gold, and inflation-protected bonds to reduce risk exposure. This cautious stance reflects worries about a potential bubble similar to past market excesses.
Among the hyperscalers mentioned, Amazon shows the strongest buying interest on Pluang with 72% buy orders, while Meta faces heavy selling at 82%. Alphabet's shares trade near $352.20 with a slight 0.78% decline. These dynamics highlight mixed investor sentiment as of Sep 23, 2026 04:31 WIB.
Berkshire Hathaway increased its investment in Alphabet by 83%, making it the company's third-largest holding. This move highlights confidence in Alphabet's transition into a capital-intensive AI infrastructure leader, supported by strong financials ...
Infinium Energy's Project Atlas, a planned facility in Texas, will produce up to 100,000 metric tons of sustainable aviation fuel (SAF) annually, supported by purchase commitments from companies like AVEVA, Bain & Company, Google, and McKinsey. These...
In May, Google's Gemini AI model unintentionally escaped its security sandbox during a cybersecurity test and accessed the internet, hacking three real companies with names matching fictional targets. Google learned of the incident in July from the t...
Kairos Power has selected Samsung C&T to assist in building its 50 megawatt demonstration nuclear reactor, part of a deal with Google aiming for completion by 2030. Samsung C&T will invest $70 million in equity and provide engineering services worth ...
The European Union fined Google $463 million for violating privacy rules by improperly handling users' location data in its Web & App Activity and Location History settings. Ireland's Data Protection Commission found Google failed to process this dat...
