The alphabet spends more on artificial intelligence – but it also earns more of it

Investors can have a reputation being Pence Pinsker. For one, they tend to Raise stock prices on workers ’layoffs ads Because of the cost savings associated with it. Accordingly, when the company reports the slowdown of revenue growth or an increase in spending, it is often often Punishment in the stock market.

After the bell on Wednesday, Alphabet said it would be Spend 85 billion dollars on infrastructure Because it expands the artificial intelligence strategy this year. This is more than 10 billion dollars It is expected in February – who had already overcame $ 58.84 billion, estimated at Wall Street.

Alphabet said it was raising expenditures because of “strong and increasing demand for our cloud products and services” – whose revenues in the second quarter jumped by 32 % from last year.

Although spending increased – a small amount – one of the parents of Google saw that her shares rise by up to 3 % in extended trading, although she spends some of her gains. In other words, investors seem confident – albeit a little – that investing in artificial intelligence can be properly rotated and translated into higher revenues.

It may be a piracy saved, but a properly investing shark can be a pound in return.

Donald Trump will visit the US Federal Reserve on Thursday. This is the first time for nearly two decades that an American president will make with an official trip to the central bank, and signs A symbolic step on the independence of the Federal Reserve.

The alphabet profits in the second quarter defeated expectations. However, the Google The father also said, this year, he will be investing 10 billion dollars more than before Declared the capitalist expenditures related to artificial intelligence.

Deutsche Bank leads profit predictions. The net profit that is attributed to the shareholders 1.485 billion euros (1.748 billion dollars) in the second quarter, compared to a estimate of 1.2 billion from Reuters.

The Nasdaq boat closes above 21,000 for the first time. the S & P 500 and Dow Jon’s industrial average also It rose on Wednesday. The most often climbing the Asia and Pacific markets Thursday. The Japanese Topix, a wide base, tracks all local companies, a record.

(Pro) there is a stir about “NeoClouds”. Investors such companies, specialized in cloud computing of artificial intelligence, because they are more cost -effective to customers than traditional Easter. but The risks begin To appear.

Asia quickly became a hot point for private credit with the expansion of the financing gap in the area

The private credit industry increases its focus on Asia and the Pacific, which is drawn through a group of advanced capital markets and expanding financing gaps with a decline in traditional banking lending.

The assets of private credit under management in Asia increased from zero in 2000 to $ 62.3 billion in the first quarter of 2024, and data provided by Pitchbook showed. This expansion has accelerated in recent years, as AUM has doubled more than twice to more than 62 billion dollars in 2024 from 34.3 billion dollars in 2017.

– Lee Ying Chan