I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Berkshire $10B
Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr.
Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.
President Trump says he doesn't consider the financial situation of Americans when it comes to Iran. "Not even a little bit. The only thing that matters when I'm talking about Iran, they can't have a nuclear weapon. I don't think about America's financial situation ... "
"I would say the ceasefire is on massive life support. With a doctor walks in and says, 'Sir, your loved one has approximately a 1% chance of living.'"
Here at the White House correspondent Association dinner and Secret Service yelled shots fired. The president and his cabinet have been taken out of the venue.