WS #11495
Alphabet shares tumbled 14% on an $80B equity raise causing dilution fears, while Tesla imposed $200/week AI spending limits per employee, signaling cost discipline that contradicts the broader AI/tech rally narrative. Samsung is expected to post another record profit on explosive AI memory demand, while SK Hynix plans a $29 billion US stock listing to compete in AI memory chips.
MAG7 Carve-Out: Alphabet Equity Raise & Tesla AI Cost Controls
Alphabet shares tumbled 14% on an $80B equity raise causing dilution fears, while Tesla imposed $200/week AI spending limits per employee, signaling cost discipline that contradicts the broader AI/tech rally narrative.
Samsung is expected to post another record profit on explosive AI memory demand, while SK Hynix plans a $29 billion US stock listing to compete in AI memory chips.