📈 Stocks / Finance

Alphabet boosts AI capex to $85B amid rising cloud margins

The Street

Alphabet raised 2025 capex guidance to $85B, focused on AI and infrastructure. Google Cloud Q2 revenue hit $13.6B (+32% YoY), with margins up to 20.7%. Despite heavy AI spending, Alphabet maintained strong ad growth and profitability across core segments.

Analysts forecast modest recovery for Intel by 2030

Yahoo Finance

Analysts predict Intel (INTC) could reach $30–$40 by 2030, up from ~$23 today, driven by long-term gains in AI and 5G. Near-term outlook remains weak due to delays and competition, with 2026 targets as low as $10.17 if execution falters. Revenue may top $80B by decade’s end.

Dow Inc. sinks despite industrial rebound optimism

Yahoo Finance

Dow Inc. shares are down 35% YTD after slashing its dividend and missing Q3 revenue estimates. A 17.5% drop followed weak earnings, with Jim Cramer noting that broader industrial strength is 'not helping' amid what he calls a rare multi-year negative cycle.

🪙 Crypto

Pure Crypto launches fourth fund amid 26% Bitcoin rally

AInvest

Pure Crypto plans a fourth fund to capitalize on Bitcoin's 26.42% 90-day surge and rising institutional adoption. The firm shifts from trading to stablecoins and blockchain apps, framing this as the final high-growth window before crypto matures.

🌎 Global Economy

Markets brace for pivotal global data and trade talks

mint

Global markets face a high-stakes week as the US, India, and China release key economic data. Investor sentiment hinges on Fed rate decisions, GDP figures, and US–India trade talks. Weak Q1 earnings and trade uncertainty continue to weigh on indices like the Nifty.

Learn from this investor’s $100m mistake

In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.

One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.

Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.

Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. They even reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}