Analysis
The longer view: markets, strategy and why a story matters.
5 stories
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DoorDash's $17 billion Instacart deal is priced for a long antitrust fight
DoorDash agreed to buy Instacart for $65 a share. The fee terms, the closing date and the companies' own pitch show both sides expect a hard, slow review.
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Alphabet's AI buildout now runs on debt and new shares, not spare cash
Alphabet spent $51.4 billion on capital projects last quarter, more than its operations brought in. How it filled the gap changes what kind of company it is.
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AMD pays $8.2 billion in stock for World Labs to learn what AI chips will need
AMD agreed to buy Fei-Fei Li's World Labs and make her chief scientist. Analysts read the deal as a bet on robotics and physical AI, aimed at Nvidia's early lead.
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Google keeps its ad exchange after a judge picks rules over a breakup
Judge Brinkema refused to force a sale of AdX but ordered six years of oversight, Prebid access and bid data for publishers. Here is who gains and what an appeal could change.
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Nvidia's $12.9 billion Hugging Face deal rests on a promise to stay open
Nvidia agreed to buy the AI model hub for about $11.9 billion plus $1 billion in retention equity. The open-platform pledge and a China risk warning are the parts to read closely.
