Close-Up Pieces
All Pieces →
GOOGL · MRVL · AVGO− 1.85%Wednesday, August 1910 Min Read
Marvell Gave Google a Right to 7% of Its Stock; Google Promised Nothing
Marvell issued Google a warrant on 58.97 million shares; full vesting requires Google to buy $120 billion of chips. Nothing in the agreement obliges Google to buy anything, and it was Broadcom that lost $87 billion of market value.
GOOGL · AMZN · MSFT− 2.46%Friday, August 149 Min Read
Anthropic's Quarterly Revenue Is $11.5B: Same Cash, Two Numbers
Preliminary figures shown to investors ahead of a record IPO put one quarter's revenue above $11.5 billion. But the same cash yields two different revenue lines under gross and net accounting — and the gap lands straight inside a $2 trillion price tag.
GOOGL · NVDA · INTC− 2.46%Friday, August 149 Min Read
Nvidia's $21 Billion SpaceX Stake Surfaced, 45 Days Out of Date
Nvidia disclosed a $21 billion SpaceX position for the first time on Friday. On the day the filing landed, the position was worth $17.4 billion. Forty-five days sat in between.