Google is funding its aggressive acceleration of its artificial intelligence (AI) infrastructure with 20B debt featuring 100-year bond. We think we might want to look at these two capital allocation questions: Is issuing $20B in long-dated (including 100-year) debt a smart strategic move for AI infrastructure acceleration? Does this reduce opportunity risk (runway extension) or increase financial risk (cash flow pressure)? In this article, we will try to break it down how we can look at them, Why 100-Year Debt for AI Infrastructure? Strategic Rationale Issuing ultra-long duration debt (e.g., 100-year bonds) is typically done when: Borrowing costs are attractive relative to expected ROI Management wants capital structure certainty The asset being funded has multi-decade relevance AI infrast

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

In 1997, 20% of U.S. households had access to the internet. A dozen years later, owners of iconic newspapers like the Los Angeles Times, Chicago Tribune, Philadelphia Inquirer, and many more had filed for bankruptcy. Disruption came quickly for newspapers once publishing online became trivial. Contrast that to streaming, which has taken much longer to disrupt traditional TV and film media. $Netflix(NFLX)$ launched streaming in 2007, and 19 years later, one of the companies that should have been disrupted the most, $Warner Bros. Discovery(WBD)$ , is being acquired by Netflix itself for $83 billion. Disruption happens at different speeds in different industries, and there are good reasons why. Different indu

Recent developments indicate that Google is indeed embedding shopping capabilities directly into its AI-driven products — both within Search’s AI Mode and the Gemini chatbot — in a bid to monetise AI usage more directly. Reports confirm that users can now see product offers, engage with “direct offers” from brands and make purchases (for example from merchants such as Etsy and Wayfair) without leaving the AI experience. The company is also experimenting with new ad formats linked to these shopping features.  Will this strengthen Google’s AI monetisation strategy? Yes. The strategy represents a logical extension of Google’s broader efforts to monetise its large and growing AI user base. Traditional search monetisation through advertising is a core revenue driver for Alphabet. As users

The recent announcement of Alphabet's $185 billion capital expenditure (capex) plan, coupled with its unprecedented borrowing spree, has sparked significant interest and debate. To provide a detailed analysis: Alphabet's Aggressive Investment Strategy Alphabet's decision to invest $185 billion in capital expenditures, funded through a global borrowing spree, demonstrates the company's commitment to accelerating its AI development and solidifying its position in the market. This move is a strategic attempt to stay ahead in the AI arms race, which is increasingly competitive. Key Highlights of the Borrowing Spree 20B USD Bond Deal: The bond deal, which drew over 100B in orders, showcases the market's confidence in Alphabet's ability to execute its AI strategy. This overwhelming response indi

Alphabet’s aggressive capital programme signals one clear message: scale will decide the AI hierarchy. 1. Why borrow when cash is abundant? Alphabet holds substantial liquidity, yet tapping global debt markets achieves several objectives: Locks in long-duration funding before rates potentially reprice higher Preserves cash flexibility for acquisitions and strategic pivots Optimises capital structure while debt remains comparatively cheap The 100-year GBP issuance is particularly strategic. It reflects confidence in long-term cash flow durability from Search, Cloud, and AI infrastructure. 2. What is the $185B funding? Primarily: Data centres and hyperscale expansion Custom silicon such as TPUs AI infrastructure to defend Search and accelerate Cloud Model training and inference capacity This

$Alphabet(GOOGL)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, February 4, 2026, after the market close. Heading into the report, the stock has been a standout performer, rallying nearly 70% over the past year and recently hitting record highs near $340. Here is a breakdown of what to expect, the key metrics to watch, and how Alphabet stacks up against AMD in the AI race. Consensus Expectations (Q4 2025) Wall Street has high expectations for Alphabet, driven by the rollout of Gemini 3 and strong Cloud adoption. *Note: Range reflects differences in "Net Revenue" vs. "Total Revenue" reporting across analyst models. Alphabet’s fiscal Q3 2025 earnings, reported in late October 2025, marked a historic turning point for the company.

Online search giant and ascendant AI services leader Alphabet Inc (tickers: $Alphabet(GOOG)$, $Alphabet(GOOGL)$ ) – better known as "Google" – released its Fiscal Year (FY) 2025 results on the 4th of February, a decidedly pivotal moment when investments in AI technology and returns from thereof are under heavy scrutiny in this market. Trends indicate that, on balance and relative to the overall mood prevalent in the market, it could best be described as either “so-so” or reassuring, depending on what investors are looking to find within the results. Trend Analysis Google's top and bottom lines show, i.e. revenue and diluted earnings per share (EPS) – are showing trends that have been consistent since 202

$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue

Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI momentum, Google Cloud, and competitive pressures on margins. The consensus view heading into the print reflects strong fundamentals mixed with heightened expectations and execution risk.  Can AI Momentum Meaningfully Reaccelerate Google Cloud Growth This Quarter? Yes — but with important caveats. • AI-driven demand is supporting robust Google Cloud expansion. Consensus estimates before the earnings release project ~34 – 36 per cent year-on-year Cloud revenue growth in Q4, with approximately $16 billion in sales, signalling continued acceleration. This is notable given the hyper-competitive landscape against AWS and Azure.  • Cloud ba

🌟🌟🌟Alphabet $Alphabet(GOOGL)$  $Alphabet(GOOG)$  is sitting at a breathtaking USD 4 Trillion in market cap, brushing against its all time highs.  Yet for me this moment isn't just about the company.  It is about the journey.  I have watched this stock fall under USD 100 in late 2022 when the market panicked but I held on.  When sentiment cracked and headlines screamed, I held on.  Today I am up 191% and that patience feels less like luck and more like conviction finally being recognised. But now comes the real test: February 4 2026 earnings. Wall Street expects an EPS of USD 2.64, an increase of 23% YoY

🧠 After Alphabet Hits $4T — Can Earnings Defend the AI Re-Rating? Alphabet has officially crossed the $4 trillion market cap, cementing its place as the world’s #2 most valuable company after Nvidia. This move wasn’t driven by ads alone — it was powered by a renewed belief that Alphabet is no longer “late” to AI, but quietly building one of the deepest AI stacks in the market 🤖🔥 With earnings on Feb 4, expectations are elevated — and so is execution risk. ⸻ 📊 What Wall Street Is Pricing In Consensus expectations • EPS: $2.64 (+23% YoY) • Revenue: $111.3B (+16% YoY) • Key focus: Google Cloud growth + AI monetization signals At $4T, Alphabet is no longer trading on potential. It’s trading on proof. ⸻ 1️⃣ Google Cloud: Is AI Finally Creating an Inflection? ☁️🤖 Google Cloud is the clearest mon

Google's decision to embed shopping functionality within Search and Gemini, leveraging AI-powered capabilities, is a strategic move that could significantly enhance its monetization strategy. By seamlessly integrating shopping features into its search results, Google can capitalize on the growing trend of voice and visual search, making it more convenient for users to discover and purchase products. This development has the potential to reshape the advertising landscape in several ways: Increased conversion rates: By allowing users to purchase products directly within Search and Gemini, Google can increase conversion rates, making its advertising platform more attractive to merchants and brands. Improved user experience: The AI-powered shopping functionality can provide users with more per

Google Turns AI Answers Into Checkouts 🤖🛒 — Advertising Just Leveled Up Google is embedding shopping directly inside AI results across Search and Gemini. Users ask. AI answers. Products appear. You buy — without leaving. If executed well, this could be one of the most important monetization upgrades in years. Here’s why 👇 ⸻ 🧠 From “search engine” → to “decision engine” Traditional ads depend on keywords. AI understands intent. That difference is enormous. Instead of: “running shoes” AI can interpret: best shoes for flat feet, marathon training, under $150, available this week. That’s not traffic. That’s a buyer. ⸻ 💰 Why advertisers pay up for this Conversion probability rises. When friction drops and recommendations feel personalized, marketing budgets shift toward whoever closes the sale.

🌟🌟🌟The recent tech rout can be summed up in one word : Capex.  Not AI, not earnings, not hype.  The Star Wars of Compute is here - a USD 600 billion arms race where every cloud titan is building Death Stars of silicon, data centers and model training clusters.  The market is suddenly asking the only question that matters : Who will actually monetise all this? The Dominoes Fell Fast  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  both delivered monster growth.  Both revealed monster capex.  Both got punished. Google fell 7% but recovered to - 0.6% by sheer force of fundamentals.  Amazon is down 10% as inve

AI Momentum and Google Cloud Growth AI as a reacceleration vector • The prevailing view on Street expectations is that AI, particularly Gemini, has materially lifted investor sentiment and may begin to show through to tangible revenue growth beyond advertising alone. Recent commentary highlights that Gemini integration is expected to aid growth in search advertising by improving user engagement and monetisation.  • Cloud remains the fastest-growing reporting segment for Alphabet, with triple-digit backlog growth noted in prior quarters and forecasted continued acceleration.  • Analysts are specifically watching whether AI enhancements can drive meaningfully faster growth in Google Cloud, not just in headline top-line figures but also in margin expansion and a path to sustained pr