Friday, July 25, 2025

In earnings season, it's AI good, everything else, not so much

The AI spending surge is providing a big boost for semiconductor and software giants like Google parent Alphabet , while companies from airlines to restaurants and food manufacturers are struggling to navigate an erratic U.S. trade policy which is boosting costs, upending supply chains and hurting consumer confidence.

from Tech-Economic Times https://ift.tt/TaMCic8

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Softbank Group launches over $10 billion in bonds for OpenAI investment, term sheet shows

The dollar-denominated notes are split into 3-1/2-year, 5-1/2-year and 7-1/2-year tenors, while the euro-denominated bonds are split into 4-...