Alphabet (GOOGL) reaffirms FY26 capex of USD 180–190bln; expects FY27 capex to increase significantly vs 2026; says AI demand remains “meaningfully exceeding available supply”
Russian Deputy Foreign Minister Ryabkov says the prospect of negotiations with the US on Ukraine are dependent on the policy choices of the US administration, Ifx reports
Investor Ray Dalio says the AI bubble will burst eventually
Alphabet (GOOGL) reaffirms FY26 capex of USD 180–190bln; expects FY27 capex to increase significantly vs 2026; says AI demand remains “meaningfully exceeding available supply”
US attorney Clayton says his office is looking at possible valuation discrepancies in the private credit marketplace
US Treasury Secretary Bessent says there is the possibility of a below 4% deficit to GDP ratio by the end of the current term. The US currently faces a growth and spending problem.
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