Dipo Owolabi

This round of headlines is really one story told four ways: AI is now showing up in earnings, spending plans, valuation, and investor anxiety. Alphabet delivered the clearest proof yet that AI and cloud are translating into real profit, with revenue up 22% to about $110 billion and net income up 81% to $62.6 billion, while Waymo crossed 500,000 fully autonomous rides per week. At the same time, the biggest hyperscalers are headed toward roughly $725 billion of combined AI capex in 2026,...

This round of headlines is really one story told four ways: AI is now showing up in earnings, spending plans, valuation, and investor anxiety. Alphabet delivered the clearest proof yet that AI and cloud are translating into real profit, with revenue up 22% to about $110 billion and net income up 81% to $62.6 billion, while Waymo crossed 500,000 fully autonomous rides per week. At the same time, the biggest hyperscalers are headed toward roughly $725 billion of combined AI capex in 2026,...

Venture Capital (VC) News Rogo raised a $160M Series D led by Kleiner Perkins VC News Daily Hightouch raised a $150M Series D led by Goldman Sachs Alternatives and Bain Capital Ventures VC News Daily Aidoc raised a $150M Series E led by Goldman Sachs Alternatives VC News Daily Axoft raised a $55M Series A led by C.P. Group Innovation VC News Daily Liquid Instruments raised a $50M Series C led by Keysight Technologies and NRFC VC News Daily Actively raised a $45M Series B led by...