CAPEX investements "competition" will now be replaced with who of MAG7 borrowed more.
— Alex_Swiss_Investor (@Alex70848763197) February 9, 2026
Per Grok:
These SEC filings allow companies to prepare for issuing securities like stocks or bonds. Google’s 424B5 prospectus supplements a registration for specific offerings. Amazon’s S-3ASR is an automatic shelf registration for flexible future issuances. Oracle filed a similar 424B5. It signals Mag7 firms gearing up for capital raises, possibly for growth or debt management. Next could be any, but no confirmations yet.
AI Bubble may mark the end of Mag 7's era. https://t.co/OurGBxxvrF
— Kakashii (@kakashiii111) February 9, 2026
ALPHABET LAUNCHES GLOBAL BOND BLITZ TO FUND AI SPENDING
Alphabet is raising $20 billion in U.S. bonds and planning its first bond sales in the UK and Switzerland, including a rare 100-year bond, to fund massive AI investments.
The company expects up to $185 billion in capital… pic.twitter.com/OjZhrIrgn6
— *Walter Bloomberg (@DeItaone) February 9, 2026
Someone is buying $17M+ worth of $QQQ puts for 3/6, mostly at the ask with repeat hits$SPY $NVDA pic.twitter.com/Nrc4mgLFAF
— Traveller (@A_Najumi) February 9, 2026