It would shock you how bearish Wall Street is on hyperscalers Microsoft, Amazon, Alphabet, Meta and Oracle

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• GOOGL Gains Premarket As Tech Selloff Eases: Alphabet Preps Second Euro Bond This Year

  Alphabet rose 1% in premarket trading on Monday as tech stocks recovered from a brutal week and disappointing third-quarter results. Bloomberg reported the company plans its second euro bond sale this year to fund AI infrastructure, a seven-part deal with maturities of two to 19 years, with the 19-year notes offered at about 205 to 210 basis points over mid-swaps. Google Search & other revenue grew 12% to $63.3 billion, slowing from 17% in the prior quarter, while capital expenditure reached $51.36 billion and 2027 spending is expected to be higher than this year. Cloud unit sales doubled, but surging AI-related cash burn weighed on the results. Year to date, GOOGL is down 10.4%.

  Yahoo Finance·02/11, 09:15▲ GOOGLGOOGLbondsAI investment
• Microsoft (MSFT) Lands $25 Billion Bond Deal As AI Push Deepens

  Microsoft completed a record US$25 billion multi-tranche bond sale, its first major issuance in nearly a decade. The company said the proceeds will support long-term funding for AI infrastructure and its cloud platforms, alongside an expanded AI collaboration with The Estée Lauder Companies. The fixed and floating rate senior unsecured notes mature in 2 to 40 years, raising total debt while staggering repayments, and the AAA rating and strong earnings support interest costs. The article explains that borrowing despite strong cash flow helps lock in long-term funding for AI data centers and spreads the cost of planned US$170b to US$190b capex for calendar 2026. It names free cash flow and Microsoft Cloud margins over the next four quarters, along with net debt to free cash flow, as indicators for judging the AI financing.

  Yahoo Finance·01/11, 01:10• MSFTMSFTbondsAI investment
• Issuers Come to Market When Window Opens: CreditSights' Cisar

  Microsoft's $25 billion bond offering, its first major issuance in almost a decade, drew up to $115 billion of orders at its peak. Amanda Lynam of Goldman Sachs said this capital-raising cycle will require a range of markets, structures and currencies, and that investors are anticipating this activity. Five hyperscalers issued $108 billion of debt in 2021, while 229 billion had been tracked this year before this deal. Winnie Cisar of CreditSights said Microsoft benefits from not having come to market often this year, though investors are carefully limiting risk concentration; Lynam said the market is bifurcating between AI-related issuers and others, and sustained index-level spread widening is difficult to see given current growth, yields and solid corporate fundamentals.

  Yahoo Finance·29/10, 20:30bondsMSFTAI investment
• Alphabet's Multiple Futures Now Cost Less to Own

  Google Cloud revenue rose 103% to $30.7 billion in the quarter, and Alphabet's operating profit roughly tripled, helped by sales of its custom AI chips, TPUs, to outside customers. However, the company expects to spend $195 billion to $205 billion on capital projects this year, pushing free cash flow negative for the quarter, and its long-term debt has climbed to about $125 billion, nearly six times a year earlier. Google Services revenue grew 11%, down from 15% the previous quarter, and search revenue came in short of expectations. The article argues that if AI demand cools before the new data centers pay off, the debt would stay on the books, and notes the shares now cost about 10% less than before the report.

  Yahoo Finance·29/10, 16:51▲ GOOGLGOOGLcloud computingAI investment
• Microsoft seeks at least $25 billion in first bond sale since 2017

  Microsoft is seeking at least $25 billion through a U.S. bond offering of 10 tranches with maturities from two to 40 years, returning to the investment-grade market for the first time in more than nine years. Its last high-grade issuance, in 2017, raised $17 billion, and proceeds will fund general corporate purposes such as capital expenditures, working capital, share repurchases, acquisitions and debt repayment. The sale follows a fiscal first-quarter earnings report showing strong cloud growth, as major technology companies increase spending on AI infrastructure. Initial price guidance ranges from 50 to 55 basis points over Treasuries for the two-year notes to 130 to 135 basis points for the 40-year bonds due 2066.

  Yahoo Finance·29/10, 12:35• MSFTbondsMSFTcloud computing
• Oracle stock pops 13% as long-term revenue forecast and clarity on financing ease debt concerns

  Oracle shares rose about 12% on Wednesday after the company forecast $225 billion in revenue for fiscal 2030, implying average annual growth of 35%, and said it will limit additional fundraising over that period to $20 billion. Funding for fiscal 2027 through 2030 will be split equally between equity and debt, while vendor financing, customer-provided hardware and customer prepayments are expected to reduce upfront cash needs. Oracle had lost about one-third of its value this year on worries about rising interest rates and its heavy debt load tied to AI infrastructure spending; it has issued $117 billion in long-term debt and holds a BBB- rating from S&P. Capital expenditures are expected to rise 65% to $91.9 billion this fiscal year, according to FactSet, and Oracle expects positive free cash flow from the second half of fiscal 2028. The spread on its five-year credit default swaps stands at 277 basis points, down from about 320 basis points earlier this month.

  CNBC·28/10, 19:02• QQQOraclecloud computingAI investment

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• Medallion reports high-grade drill results at Kundip Mining Centre

  Medallion Metals has released final results from its 2026 infill drilling programme at the Gem deposit within the Kundip Mining Centre in Western Australia, where the Ravensthorpe Gold Project is under development. The programme comprised 22 reverse circulation and diamond holes totalling 3,093m across the upper levels, largely confirming earlier high-grade results in zones targeted for early development. Key intercepts included 3m at 17.8 g/t gold and 0.3% copper from 66m, and 2m at 21.3 g/t gold and 0.8% copper from 58m. The company said the results strengthen confidence in the grade, width and geometry of the lodes, and several short-strike lodes were closed off as expected. Project development is progressing, with box-cut excavation at 55% completion, underground development scheduled to start in November 2026, and first underground ore expected in the second quarter of 2027.

  Yahoo Finance·02/11, 11:46
• Apple's new CEO faces earnings test as rising chip costs cloud outlook

  Apple reports quarterly results on Monday evening, the first since John Ternus replaced Tim Cook as CEO in September. According to LSEG estimates reported by Reuters, revenue is expected to rise nearly 11% to $113.39 billion and net profit about 6% to $29.04 billion. iPhone revenue is forecast to grow about 15% to $56.54 billion, slowing from roughly 22% in the previous three months, while services revenue may rise almost 10% to $31.56 billion, its slowest pace in more than three years. Investors will watch Christmas-quarter guidance, sales of the iPhone Duo foldable (on sale from 23 October, after the reporting period, starting at $1,999 in the US) and rising memory-chip costs, with TechInsights estimating memory and storage in the iPhone 18 Pro at about $196, versus roughly $52 in the iPhone 17 Pro.

  Yahoo Finance·02/11, 11:38▼ AAPLAAPLearningssemiconductors
• AI Chips Today - Dual-Use Tech Drives Mobility And Defense Innovation

  The article discusses an October 2026 report by the Ontario Vehicle Innovation Network (OVIN), titled Driving Dual-Use Technologies, which highlights autonomous navigation and secure communications as dual-use areas for civilian and defense sectors and stresses operational validation, systems integration and trusted supply chains. It also covers market moves: Lasertec rose 8% to close at ¥40,720 after reporting declines in first-quarter sales and net income compared with the previous year, while guiding for significant growth in the fiscal year ending June 2027. Intel fell 28.6% to $65.76, while NVIDIA closed at $204.64 (down 4.2%), Micron Technology at $884.74 (down 5.3%) and Broadcom at $326.08 (down 5.5%).

  Yahoo Finance·02/11, 11:38▲ NVDA
• Profile of Sacombank's 1983-born Acting CEO: From credit officer to leading a bank with over 1 million billion VND in assets

  Sacombank has appointed Ms. Nguyễn Thị Kiều Anh, born in 1983, as Acting Chief Executive Officer effective 2 November 2026, after she joined the bank in late 2025 as Deputy CEO. She has over 20 years of experience in finance and banking, including 18 years at VPBank before moving to LPBank in 2023. In the first nine months of 2026, Sacombank posted total operating income of VND 27,794 billion, up 14.1%, or VND 3,431.6 billion more than the same period in 2025. Consolidated total assets reached VND 1.057 million billion in Q3 2026, up 15.3% from the start of the year, surpassing the VND 1 million billion mark and the target approved by shareholders. The bank has identified corporate customers, import-export payments, digital banking and green credit as priority growth areas.

  CafeF·02/11, 11:35• STBSTBbankscredit
• If You'd Put $3,000 Into QQQM 5 Years Ago, Here's What You'd Have Now

  The article estimates how a one-time $3,000 investment in the Invesco Nasdaq 100 ETF (QQQM) five years ago would have grown if left to compound. QQQM, which tracks the 100 largest non-financial stocks in the Nasdaq-100 index, delivered annualized total returns of about 13.1% over five years, compared with a 12.6% average total return for the S&P 500, although the Nasdaq-100 fell about 33% in 2022. After deducting the fund's 0.15% expense ratio, the assumed annualized return is 12.95%, which would have grown the $3,000 to $5,545, nearly doubling it. The article notes that tech stocks or any ETF are not guaranteed to be the best choice for the future, but the example illustrates the value of a long-term perspective.

  Yahoo Finance·02/11, 11:35
• Sinda Ltd. Reports Third Quarter 2026 Results, Highlighting Continued Drilling Success and Notable Progress Toward the Caracol Exploration Decline

  Sinda Ltd. reported third quarter 2026 results, saying it is building the foundations for a silver-gold mine in Guanajuato, Mexico. In the quarter it started earthworks for the exploration decline, moved about 6,500 cubic meters of material, and completed roughly 31,150 meters of Phase 2 drilling using 18 rigs. Caracol returned its highest-grade intercept to date: 3.05 m grading 12,494 g/t silver-equivalent (AgEq), including 0.65 m at 24,548 g/t AgEq. It also joined the VanEck Junior Gold Miners ETF (GDXJ), listed on the International Quotation System (SIC) of the Mexican Stock Exchange, and appointed Alberto Zinser to its board. Next, it plans 122,000 meters of Phase 2 drilling, expects site preparation to finish in the fourth quarter of 2026, and targets an updated Mineral Resource Estimate by year-end 2026.

  Yahoo Finance·02/11, 11:31miningsilvergold