以色列总理内塔尼亚胡：政权更迭不会在我们选择的时刻发生。

摩根士丹利：将阿斯麦欧股目标价从1400欧元上调至1660欧元。

Alphabet has accelerated financing via bonds and a planned equity raise to fund AI infrastructure. Key moves: Feb — multi-currency bond issuance including a rare 100‑year sterling bond, a heavily subscribed $20bn US‑dollar deal, and a Swiss franc issue; May — €9bn and C$8.5bn bonds (~$17bn) plus JPY 576.5bn (~$3.6bn), a record for a non‑Japanese issuer; June — announced a planned $80bn equity raise with a $10bn directed placement to Berkshire Hathaway. The company had issued over $85bn of bonds in the prior year before the equity plan. Drivers: management cites huge AI capex — FY2026 capex guidance of $180–190bn and materially higher 2027 spending — that operating cash flow alone cannot cover; a shift from light‑asset to capital‑intensive builds (data centers, custom TPUs) requiring large upfront cash; and balance‑sheet management — despite >$120bn cash, some is earmarked for employee tax liabilities and the firm is preserving dividend/repurchase commitments and credit metrics, prompting equity issuance. Financing profile and use of proceeds: maturities span 3 years to 100 years, issuance across six major currencies (USD, EUR, GBP, JPY et al.) to reduce single‑market rate risk and lock long‑dated, low‑cost funding; proceeds targeted almost entirely at AI infrastructure, data centers, TPU/GPU clusters and Google Cloud expansion.