Here are five key things investors need to know to start the trading day.
Alphabet raises $80B for AI infrastructure, planning $180-190B capex (2x vs 2025) as enterprise demand exceeds available supply. AI compute is now the primary enterprise bottleneck; Meta's AI bot vulnerability (account takeover without 2FA) signals governance gaps in production agent automation.
Plus: Binance, ENISA, HPE, Nvidia, OpenAI, Quantinuum, Salesforce.