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Jun 15, 2026,
Steve Eisman, the “Big Short” investor who shorted subprime before the 2008 crash, says the AI trade has fundamentally changed, and Alphabet Inc. (NASDAQ:GOOGL) just proved it by raising roughly $85 billion in new equity, its first such raise since its 2004 IPO. Speaking on his latest Weekly Wrap, Eisman called that raise the most important news of all, a signal that AI is turning hyperscalers from cash machines into companies that need shareholders to fund the buildout. He added that he expects Meta Platforms and Microsoft Corp. (NASDAQ:MSFT) to pursue similar raises soon. The Capital Question Hyperscaler AI capex…
