JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE
And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in.
Here's the full breakdown:
THE DEAL:
- $30B in underwritten public offerings
- $40B through an at-the-market stock program starting Q3 2026
- $10B private placement to Berkshire Hathaway
THE BERKSHIRE PIECE:
- $5B in Class A Common Stock at $351.81 per share
- $5B in Class C Capital Stock at $348.20 per share
- Berkshire has been building this position since Q3 2025
THE PURPOSE:
- Scale AI compute infrastructure to meet "unprecedented customer demand"
- Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations
- Remaining proceeds go directly to AI infrastructure buildout
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BY @dvandenbord
AFTER 3 DAYS DOWN, A BROAD BOUNCE
NVDA E/R AFTER HOURS
PLUS...A FULL PORTFOLIO REVIEW
$BE $ARM $GLW $NVDA $SPYM $SPXL $NBIS
LIKES & RETWEETS ARE APPRECIATED
@cas_rasen Technically he is very poor. Hence if the ball is doing anything he plays ultra aggressive and either comes off and people bull him up or gets out and nobody sees how poor his technique is
Yesterday I posted about the Temu Range Rover, and a lot of you replied about issues you’ve been having with Jaecoo too.
So I took the liberty of reading the warranty document of Britain’s best selling car, as I'd heard they had a 7 year warranty. Prudent, since we will be covering them one day, well that day is sooner than I thought!
Whilst they do advertise a 7 year 100,000 mile warranty and some parts are covered under this, many parts are only warranted for 3 years or just 40,000 miles! These include:
• A/C Compressor.
• Alternator.
• Ball Joint(s).
• Brake Caliper.
• Catalytic Converter.
• Dashboard Upholstery and Trims (wear & tear).
• Infotainment Unit.
• Exhaust System.
• Fuel Injector(s).
• Fuel Pump.
• Oil Pump.
• Seat Upholstery (wear & tear).
• Shock Absorber(s).
• Starter Motor.
• Steering Wheel Upholstery (wear & tear).
• Timing Belt.
• Track Rod End.
• Water Pump.
• Wheel Bearing.
• Window Regulator.
Worse still, the remote control key is only covered for 1 year or 20,000 miles, and if you are using the car as an Uber, Taxi, Courier or Driving School the main warranty limits are reduced further.
It's been a long time since i've seen any manufacturer offer warranty cover only for the first 40,000 miles, in fact I can't remember any. I know these cars are cheap, but perhaps that is for a reason...?
Exclusive: SoFi Technologies, the $20bn Nasdaq-listed group, has agreed a deal to take over most of PrimaryBid, a British fintech pioneer which sprang to prominence through its role on a string of emergency fundraisings during the Covid pandemic. https://t.co/ebhuaGeIBz
this morning I logged this crazy 5000 lot of $INTC 135 calls for next week and the stock was 115 it seemed nutty but this person is very very rich right now as INTC crosses 130 today