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Alphabet

In PWD coverage since August 20, 2026 · 16+ stories

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May 31, 26Deal announcedBerkshire Hathaway

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Hyperscaler bond issuance pushes tech past banks in IG bond indexes

The five AI-capex issuers borrowed more than $132 billion in the first half, lifting tech weight in pure corporate bond ETFs by about 300 basis points.

passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes

sectors · Sep 28Lyft, Uber, Waymo and Zoox lease nearly 1M sf of robotaxi industrial space this year

Allocators · Sep 28Warren letters ask Meta, Amazon, Microsoft and Alphabet to itemize AI tax breaks

portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%

capital · Sep 23Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline

tokenization · Sep 18Morpho makes tokenized stocks collateral, with the token carrying the law

energy · Sep 18Google's biggest carbon removal buy is a rice-field contract with no price

portfolio · Sep 15The 10-year clears 5%, and cash becomes an active bet

digital · Sep 9Google's €13bn Finnish pledge puts power on the data center ledger

general_account · Sep 8Berkshire’s Alphabet stake is a bet on the power underneath AI

active · Sep 3Single-Stock Options ETFs Make Volatility the Product

active · Sep 3Direxion packages Alphabet's volatility as a 20% payout target

launches · Aug 27MNGU brings 3x daily swings to a ten-name AI basket

tokenization · Aug 25Bitwise puts Coinbase tokenized stocks into self-custodied portfolios

issuers · Aug 20ALPS pitches SDOG as the value gap persists after July

Alphabet

Hyperscaler bond issuance pushes tech past banks in IG bond indexes

The Morning Brief