Capital Strategies

Apple MacBook Pro 14 illustrating the Apple Broadcom partnership, Apple semiconductor strategy, U.S. chip deal, custom silicon, wireless technology, American manufacturing, and Apple suppliers.

Apple's $30 Billion Broadcom Pact Anchors US Chip Ambitions

Apple's new $30 billion Broadcom agreement, its largest American Manufacturing Program deal to date, will add over 15 billion U.S.-made chips and extends their partnership through 2031.

Tech IconsJul 8, 2026AI ChipsCustom SiliconSupply Chain

Amazon headquarters illustrating the Amazon bond sale, Amazon AI, AI infrastructure, Amazon bonds, AI investment, capital discipline, AWS investment and data center spending.

Amazon's $25 Billion Bond Sale Signals AI Discipline

Amazon taps debt markets for at least $25 billion, pledging no further 2026 borrowing as AI infrastructure spending reshapes corporate finance strategy.

Tech IconsJul 7, 2026AI InvestmentBond MarketCloud ComputingData Centers

Oracle headquarters during Oracle layoffs and Oracle AI layoffs, highlighting AI job cuts, Oracle restructuring, Oracle 10-K disclosures, and cloud investment.

Oracle Cuts 21,000 Jobs as AI Reshapes the Enterprise

Oracle's 10-K confirms the largest AI-driven workforce reduction in its history, as $55.7 billion in capital expenditure reshapes a 47-year-old software giant into a cloud infrastructure power.

Tech IconsJun 23, 2026Data CentersEnterprise SoftwareWorkforce

NVIDIA headquarters in Santa Clara as the company launches a $25 billion bond offering to support long-term capital allocation and AI infrastructure strategy.

NVIDIA's $25 Billion Bond Offering Signals Capital Discipline

With $85 billion in orders and seven tranches stretching to 2056, NVIDIA's return to the debt markets is less a funding event than a statement of long-term financial intent.

Tech IconsJun 16, 2026Bond MarketsCapital AllocationData Centers

Alphabet AI infrastructure strategy as Google Cloud growth and AI infrastructure spending drive the company’s $80 billion capital raise.

Alphabet Raises $80 Billion to Fuel AI Infrastructure Push

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Masayoshi Son and Emmanuel Macron during the announcement of SoftBank’s €75 billion AI infrastructure investment in France and major AI compute capacity in Europe.

France Lands €75 Billion SoftBank Deal in European AI Race

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Blackstone and Google AI compute platform partnership focused on TPU infrastructure, hyperscale AI cloud capacity, and large-scale AI data center expansion in the United States

Blackstone and Google Build a New AI Compute Giant

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NVIDIA RTX Pro 6000 Blackwell GPU representing NVIDIA and IREN AI infrastructure, Blackwell GPU deployment, hyperscale AI compute, GPU cloud infrastructure, and AI data centre expansion

NVIDIA Bets on IREN to Solve Artificial Intelligence's Power Problem

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Meta layoffs AI strategy with job cuts, workforce reduction and restructuring in 2026 as cost cutting, headcount reduction and efficiency program fund capital spending, AI infrastructure, Superintelligence Labs and broader AI investment strategy and AI pivot across big tech

Meta Chooses Compute Over Headcount in Its Biggest AI Bet

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JPMorgan security initiative Europe expansion showing strategic investment in defense energy and critical minerals for supply chain security

JPMorgan Extends $1.5 Trillion Security Initiative to Europe

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OpenAI $852B valuation Sam Altman investor concerns enterprise pivot growth valuation secondary market discounts OpenAI valuation scrutiny

OpenAI's $852 Billion Price Tag Unnerves Its Own Backers

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CoreWeave AI infrastructure Meta deal AI compute GPU cloud growth hyperscale data center infrastructure CoreWeave AI deals expansion

CoreWeave Locks In Meta and Anthropic in Back-to-Back Deals

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Chevron headquarters building illustrating Chevron Q1 2026 results with strong production growth, rising oil output, and improved upstream performance as adjusted earnings and shareholder returns highlight the company’s energy strategy

Chevron Posts Q1 Beat as Production Surges 15%

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UAE OPEC exit shows UAE leaves OPEC reshaping OPEC oil market through ADNOC production growth, global oil supply shifts, oil market disruption, OPEC+ fragmentation, Saudi OPEC leadership pressure, UAE oil strategy, OPEC supply control, ADNOC expansion plan, oil price volatility, OPEC cartel decline, Middle East oil market and oil production strategy

OPEC Loses the UAE in Its Most Damaging Split in Years

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Oil tanker navigating the Strait of Hormuz as Brent crude prices surge above $90 amid escalating U.S.–Iran tensions.

Brent Crude Tops $90 as Hormuz Crisis Shakes Global Oil Markets

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