WS #13611
Holding: newest synthesis is 93d 19h old
Alphabet raises $25B in bonds to fund AI build-out, first negative FCF since 2004, and discloses $94.2B SpaceX stake; AI capex intensity rising. SpaceX and Tesla plan natural gas power plants for $16.8B Texas chip factory, moving forward with construction. Michael Burry disclosed short positions in Oracle (ORCL) and Nebius (NBIS), a contrarian signal against AI momentum.
Alphabet AI capex and bond issuance
Alphabet raises $25B in bonds to fund AI build-out, first negative FCF since 2004, and discloses $94.2B SpaceX stake; AI capex intensity rising.
SpaceX and Tesla plan natural gas power plants for $16.8B Texas chip factory, moving forward with construction.
Michael Burry disclosed short positions in Oracle (ORCL) and Nebius (NBIS), a contrarian signal against AI momentum.