Eugenio Catone @CatoneEugenio: "After 15 years of massive..."

Italy

After 15 years of massive buybacks, Alphabet just announced an $80 billion stock issuance. It’s just under a 2% dilution, so it’s not a big deal, but it’s a historic shift. Even though Alphabet basically prints money and has already raised billions in debt, they now need to dilute shareholders to keep funding its AI investments. Think about it: a few years ago Alphabet had almost no debt and was buying back shares. Today, it's the exact opposite, all to win the AI race and keep growing like a startup. Are they risking too much, or is going all-in on AI the right move? Personally, I’m keeping a close eye on the situation. I won’t deny that this extreme approach—especially given current prices—is concerning me a bit. At this point, AI must deliver on all its huge promises. There is no room to fail. finance.yahoo.com/markets/stocks/articles/alphabet-launches-80-billion-capital-110238365.html $SPX500 $NSDQ100 $GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) $GOOG.EUR $GOOG.24-7

Not investment advice. The author may have financial interests in the mentioned instruments.