Alphabet’s Search Moat Is Turning Into Compute
Alphabet is shifting from search ads to AI infrastructure, leaning on custom TPUs and cloud growth to defend its core business.
35 min read
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Alphabet’s Search Moat Is Turning Into Compute
Alphabet is shifting from search ads to AI infrastructure, leaning on custom TPUs and cloud growth to defend its core business.
35 min read
Markets
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Treasury auctions show weak demand as Iran war lifts yields
As oil stays near $112, Washington faces $10T in debt refinancing and a possible $200B war request, with higher yields feeding into mortgages and stocks.
2 min read
Weak Treasury demand lifts yields as Iran conflict drives oil
Weak demand at recent Treasury auctions pushed yields higher as investors weigh oil-driven inflation and rising U.S. borrowing costs amid the Iran conflict.
2 min read
Oil traders place $580 million bets before Trump Iran post
Trump’s comments on talks with Iran eased oil’s fear premium tied to the Strait of Hormuz, even as Tehran denied direct negotiations.
2 min read
Company Deep Dive
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Sector Transformation
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Historical Analysis
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