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Total 26 articles

PRISM Weekly Digest: Fourth Week of May 2026
DigestEN
PRISM Weekly Digest: Fourth Week of May 2026

Trump announced substantial progress on a US-Iran peace deal and Hormuz reopened after six weeks. Bitcoin jumped from $74,000 to $76,700 in four hours. Xi seated Putin, Iran, and India at the same desk in one week. SpaceX opened its books for the first time in 23 years with the largest IPO in U.S. history; Nvidia conceded China to Huawei. BTS held the Billboard 200 top 10 for an eighth straight week.

Pichai's $692M Package Is a Strategy Memo in Disguise
TechEN
Pichai's $692M Package Is a Strategy Memo in Disguise

Alphabet's new pay deal for Sundar Pichai links his compensation to Waymo and Wing performance—signaling where Google is placing its biggest bets. Here's what investors should actually read into it.

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DH
Doyun Han
Alphabet's No-Strings-Attached Bonds Reveal the Power of Trust
EconomyEN
Alphabet's No-Strings-Attached Bonds Reveal the Power of Trust

Alphabet's unsecured bond issuance highlights extraordinary investor confidence in Big Tech, but raises questions about market dynamics and risk assessment.

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SP
Seoyeon Park
PRISM

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Alphabet Plans Century Bond as AI War Demands Long Money
EconomyEN
Alphabet Plans Century Bond as AI War Demands Long Money

Google's parent company prepares 100-year sterling bond issuance to fund AI investments. Analysis of ultra-long-term financing strategy in competitive tech landscape.

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SP
Seoyeon Park
Waymo's $16B War Chest: Funding Autonomy or Burning Cash?
TechEN
Waymo's $16B War Chest: Funding Autonomy or Burning Cash?

Waymo secures $16 billion for global expansion, but profitability and regulatory hurdles remain. Is this enough to win the autonomous vehicle race, or just expensive experimentation?

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DH
Doyun Han
The $500 Billion Question: Is Big Tech's AI Bet Too Big?
EconomyEN
The $500 Billion Question: Is Big Tech's AI Bet Too Big?

US stocks tumble as Alphabet doubles AI spending and software fears spread. Are we witnessing the end of the AI gold rush or just growing pains?

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SP
Seoyeon Park
Wall Street Futures Dip as Alphabet's AI Spending Spree Sparks Doubt
EconomyEN
Wall Street Futures Dip as Alphabet's AI Spending Spree Sparks Doubt

Wall Street futures declined after Google parent Alphabet announced aggressive AI infrastructure spending plans, raising questions about near-term profitability versus long-term growth.

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SP
Seoyeon Park
PRISM

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Google's $185B AI Bet Spooks Investors Despite Cloud Growth
EconomyEN
Google's $185B AI Bet Spooks Investors Despite Cloud Growth

Alphabet plans to double capex to $185B for AI infrastructure, but shares fell 3% as investors question profitability. The AI investment race reveals a growing tension between growth and returns.

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SP
Seoyeon Park
Alphabet's $100B Bet: Why Google's Doubling Down on 2026
EconomyEN
Alphabet's $100B Bet: Why Google's Doubling Down on 2026

Alphabet signals 2026 capital spending could double as cloud business booms. With AI infrastructure costs soaring, is this growth strategy or desperation?

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SP
Seoyeon Park
Google Cloud Soars 48%, But Alphabet Stock Falls 3%
EconomyEN
Google Cloud Soars 48%, But Alphabet Stock Falls 3%

Alphabet beats earnings expectations with cloud revenue surging 48%, yet investors worry about massive AI spending plans. Here's why Wall Street isn't celebrating.

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SP
Seoyeon Park
Alphabet Breaks $400B Revenue Barrier as AI Powers Cloud Growth
TechEN
Alphabet Breaks $400B Revenue Barrier as AI Powers Cloud Growth

Google's parent company hits historic revenue milestone with cloud business reaching $70B run rate and YouTube surpassing $60B annually. What this means for the tech landscape.

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DH
Doyun Han
PRISM

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Alphabet's $4 Trillion Test: Can Google's AI Bets Pay Off?
EconomyEN
Alphabet's $4 Trillion Test: Can Google's AI Bets Pay Off?

As Alphabet reports Q4 earnings, investors scrutinize whether the tech giant's massive AI investments and Apple partnership can justify its soaring valuation.

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SP
Seoyeon Park
PRISM

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