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5 briefings · “equity”
A $98 billion paper windfall landed in unrealized gains. The stock still fell as capex and AI execution took center stage.
YouTube ads rose nearly 13%, Cloud surged 82%, and a one-time $98B equity benefit distorted the headline net income.
Fortune’s “memi” sector has no ticker, but it’s moving returns from small caps to emerging markets.
The buyer gets a cashflow platform, but the AI race may demand expensive upgrades Fujitsu is walking away from.
Big IPO, bigger options debut: what it means for investors, risk teams, and anyone benchmarking market appetite.
