2026 Q1 -tulosraportti
34 päivää sitten
‧58 min
0,22 USD/osake
Irtoamispäivä 8.6.
0,22%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
Vuosittainen yhtiökokous 2025 6.6.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·13 t sittenAlphabet raises $80 billion in equity capital for AI infrastructure Alphabet announced June 1 a total share issuance of $80 billion with the purpose of financing investments in AI compute infrastructure to meet "unprecedented demand" from customers. The issuance is structured in three parts: $15 billion in mandatory convertible preferred stock, $15 billion in ordinary A- and C-shares, as well as a $40 billion ATM program (at-the-market), which is expected to start in Q3 2026.  Berkshire as anchor investor Berkshire Hathaway invests $10 billion via private placement – $5 billion in Class A shares at $351.81/share and $5 billion in Class C at $348.20/share, both prices below Monday's closing price.  After completion, Berkshire's total Alphabet position will be approximately $32 billion, corresponding to approximately one-tenth of their equity portfolio and thus a top-5 position on par with Coca-Cola and Apple.  Context: The capital requirement is massive Alphabet's capex guidance for 2026 is $180–190 billion – approximately double that of 2025's $91.4 billion. Google Cloud generated $20 billion in revenue in Q1 2026, an increase of 63%, with a contract backlog of $460 billion.  Alphabet expects the capex level to increase "substantially" further in 2027.  Market reaction The GOOGL share fell 1.02% to $372.58 at Monday's close and an additional 1.50% to $367 in after-hours trading, as dilution concerns outweighed the institutional confidence from Berkshire.  Three things worth noting: 1. The structure is interesting – the $40 billion ATM program gives Alphabet flexibility to sell shares continuously instead of a big-bang issuance, which reduces the immediate market impact. 2. Berkshire under Greg Abel – this marks a shift under the new CEO Greg Abel, who succeeded Warren Buffett. Berkshire's record-high cash reserves are $397.4 billion.  Abel thus shows early that he is willing to deploy capital in tech/AI – something Buffett was traditionally cautious about. 3. AI capital race escalates – $80 billion is massive even in the current hyperscaler context. It underscores that the competition for GPU capacity, energy, and data center slots is intensifying. Relevant in relation to your ISAC thesis and hyperscaler margins.
·2 päivää sittenShould have bought more back in the day 
·21.5.Alphabet, according to Google, owns a good 6% of SpaceX, but the question is what value the SpaceX shares are booked at by Alphabet, now that SpaceX is going public, and at what price. In addition, what forms of cooperation could be imagined between the 2 giants in the future….
·2 päivää sittenAccording to Gemini: The holding in SpaceX is accounted for at fair value based on recent private transactions, which in recent reports has raised the book value to tens of billions of dollars – but it is only now, in recent days, as the company goes public, that the full market value of around 100 billion dollars will be fully and transparently reflected on the bottom line.
·18.5.Alphabet continues to make a lot of money from Google Search, YouTube, Cloud, Android, Chrome or Workspace via ads and cloud fees. Pixel devices and AI hardware like TPUs and CPUs also provide good product sales. Gemini and DeepMind attract tech customers. Waymo, Verily, Isomorphic Labs and Quantum create the tech of the future.·18.5.Have read that Anthropic has committed to buying cloud capacity and TPU chips for billions from Google. They have entered into a binding mega-deal where they will spend $200 billion (approx. 1,400 billion kroner) over the next five years on Google Cloud and Google's own AI hardware chips (TPUs). The agreement secures Anthropic several gigawatts of computing power to run and train their Claude models
0
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
34 päivää sitten
‧58 min
0,22 USD/osake
Irtoamispäivä 8.6.
0,22%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13 t sittenAlphabet raises $80 billion in equity capital for AI infrastructure Alphabet announced June 1 a total share issuance of $80 billion with the purpose of financing investments in AI compute infrastructure to meet "unprecedented demand" from customers. The issuance is structured in three parts: $15 billion in mandatory convertible preferred stock, $15 billion in ordinary A- and C-shares, as well as a $40 billion ATM program (at-the-market), which is expected to start in Q3 2026.  Berkshire as anchor investor Berkshire Hathaway invests $10 billion via private placement – $5 billion in Class A shares at $351.81/share and $5 billion in Class C at $348.20/share, both prices below Monday's closing price.  After completion, Berkshire's total Alphabet position will be approximately $32 billion, corresponding to approximately one-tenth of their equity portfolio and thus a top-5 position on par with Coca-Cola and Apple.  Context: The capital requirement is massive Alphabet's capex guidance for 2026 is $180–190 billion – approximately double that of 2025's $91.4 billion. Google Cloud generated $20 billion in revenue in Q1 2026, an increase of 63%, with a contract backlog of $460 billion.  Alphabet expects the capex level to increase "substantially" further in 2027.  Market reaction The GOOGL share fell 1.02% to $372.58 at Monday's close and an additional 1.50% to $367 in after-hours trading, as dilution concerns outweighed the institutional confidence from Berkshire.  Three things worth noting: 1. The structure is interesting – the $40 billion ATM program gives Alphabet flexibility to sell shares continuously instead of a big-bang issuance, which reduces the immediate market impact. 2. Berkshire under Greg Abel – this marks a shift under the new CEO Greg Abel, who succeeded Warren Buffett. Berkshire's record-high cash reserves are $397.4 billion.  Abel thus shows early that he is willing to deploy capital in tech/AI – something Buffett was traditionally cautious about. 3. AI capital race escalates – $80 billion is massive even in the current hyperscaler context. It underscores that the competition for GPU capacity, energy, and data center slots is intensifying. Relevant in relation to your ISAC thesis and hyperscaler margins.
- ·2 päivää sittenShould have bought more back in the day
- ·21.5.Alphabet, according to Google, owns a good 6% of SpaceX, but the question is what value the SpaceX shares are booked at by Alphabet, now that SpaceX is going public, and at what price. In addition, what forms of cooperation could be imagined between the 2 giants in the future….·2 päivää sittenAccording to Gemini: The holding in SpaceX is accounted for at fair value based on recent private transactions, which in recent reports has raised the book value to tens of billions of dollars – but it is only now, in recent days, as the company goes public, that the full market value of around 100 billion dollars will be fully and transparently reflected on the bottom line.
- ·18.5.Alphabet continues to make a lot of money from Google Search, YouTube, Cloud, Android, Chrome or Workspace via ads and cloud fees. Pixel devices and AI hardware like TPUs and CPUs also provide good product sales. Gemini and DeepMind attract tech customers. Waymo, Verily, Isomorphic Labs and Quantum create the tech of the future.·18.5.Have read that Anthropic has committed to buying cloud capacity and TPU chips for billions from Google. They have entered into a binding mega-deal where they will spend $200 billion (approx. 1,400 billion kroner) over the next five years on Google Cloud and Google's own AI hardware chips (TPUs). The agreement secures Anthropic several gigawatts of computing power to run and train their Claude models
0
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
Vuosittainen yhtiökokous 2025 6.6.2025 |
2026 Q1 -tulosraportti
34 päivää sitten
‧58 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
Vuosittainen yhtiökokous 2025 6.6.2025 |
0,22 USD/osake
Irtoamispäivä 8.6.
0,22%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13 t sittenAlphabet raises $80 billion in equity capital for AI infrastructure Alphabet announced June 1 a total share issuance of $80 billion with the purpose of financing investments in AI compute infrastructure to meet "unprecedented demand" from customers. The issuance is structured in three parts: $15 billion in mandatory convertible preferred stock, $15 billion in ordinary A- and C-shares, as well as a $40 billion ATM program (at-the-market), which is expected to start in Q3 2026.  Berkshire as anchor investor Berkshire Hathaway invests $10 billion via private placement – $5 billion in Class A shares at $351.81/share and $5 billion in Class C at $348.20/share, both prices below Monday's closing price.  After completion, Berkshire's total Alphabet position will be approximately $32 billion, corresponding to approximately one-tenth of their equity portfolio and thus a top-5 position on par with Coca-Cola and Apple.  Context: The capital requirement is massive Alphabet's capex guidance for 2026 is $180–190 billion – approximately double that of 2025's $91.4 billion. Google Cloud generated $20 billion in revenue in Q1 2026, an increase of 63%, with a contract backlog of $460 billion.  Alphabet expects the capex level to increase "substantially" further in 2027.  Market reaction The GOOGL share fell 1.02% to $372.58 at Monday's close and an additional 1.50% to $367 in after-hours trading, as dilution concerns outweighed the institutional confidence from Berkshire.  Three things worth noting: 1. The structure is interesting – the $40 billion ATM program gives Alphabet flexibility to sell shares continuously instead of a big-bang issuance, which reduces the immediate market impact. 2. Berkshire under Greg Abel – this marks a shift under the new CEO Greg Abel, who succeeded Warren Buffett. Berkshire's record-high cash reserves are $397.4 billion.  Abel thus shows early that he is willing to deploy capital in tech/AI – something Buffett was traditionally cautious about. 3. AI capital race escalates – $80 billion is massive even in the current hyperscaler context. It underscores that the competition for GPU capacity, energy, and data center slots is intensifying. Relevant in relation to your ISAC thesis and hyperscaler margins.
- ·2 päivää sittenShould have bought more back in the day
- ·21.5.Alphabet, according to Google, owns a good 6% of SpaceX, but the question is what value the SpaceX shares are booked at by Alphabet, now that SpaceX is going public, and at what price. In addition, what forms of cooperation could be imagined between the 2 giants in the future….·2 päivää sittenAccording to Gemini: The holding in SpaceX is accounted for at fair value based on recent private transactions, which in recent reports has raised the book value to tens of billions of dollars – but it is only now, in recent days, as the company goes public, that the full market value of around 100 billion dollars will be fully and transparently reflected on the bottom line.
- ·18.5.Alphabet continues to make a lot of money from Google Search, YouTube, Cloud, Android, Chrome or Workspace via ads and cloud fees. Pixel devices and AI hardware like TPUs and CPUs also provide good product sales. Gemini and DeepMind attract tech customers. Waymo, Verily, Isomorphic Labs and Quantum create the tech of the future.·18.5.Have read that Anthropic has committed to buying cloud capacity and TPU chips for billions from Google. They have entered into a binding mega-deal where they will spend $200 billion (approx. 1,400 billion kroner) over the next five years on Google Cloud and Google's own AI hardware chips (TPUs). The agreement secures Anthropic several gigawatts of computing power to run and train their Claude models
0
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt