Alphabet
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techWaymo Pauses in 6 Cities; SpaceX IPO Shows Musk Empire Integration
Waymo halts robotaxi service in multiple US cities due to rain, as SpaceX's S-1 filing reveals $506M in Tesla purchases and ties to Musk's companies.
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financeWall Street Hedges Against Big Tech as CDS Activity Surges to $12.5B
CDS activity on major US tech firms surges 90% since early September 2025, driven by a $121B bond issuance wave for AI investments.
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financeWall Street Hedges Against Big Tech as CDS Activity Hits Record
Credit default swaps on major US tech firms surge 90% since September 2025, with weekly volumes at $8 billion.
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techEU Targets Google With Record Fine Over Antitrust Breach
The EU plans to fine Google a high triple-digit million euros for violating the Digital Markets Act, a record penalty.
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financeBill Ackman’s Pershing Square Pours $2.09 Billion into Microsoft, Dumps Uber and Alphabet
Pershing Square’s fresh 5.65 million share stake makes MSFT its fourth-largest holding, while slashing Uber, Alphabet, and Meta positions.
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financeWall Street Bets Big on Tech Debt as AI Borrowing Explodes
Credit default swap trading on major US tech firms surges 90% amid record borrowing for AI investments.
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financeBuffett's Berkshire Buys Google and Delta, Exits Visa, Mastercard, and Amazon
Berkshire Hathaway's Q1 2026 13F shows new positions in Google and Delta Air Lines while fully exiting Amazon, Visa, and Mastercard.
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techMeta Axes 8,000 Jobs, Pivots 7,000 to AI
Meta Platforms cuts 8,000 jobs and reassigns 7,000 to AI roles, with $145B infrastructure spend planned. A major strategic shift from the metaverse.