Google has signed a long-term contract to buy half the output of Finland's Loviisa nuclear power plant through 2049, locking in stable, low-carbon electricity costs for its AI infrastructure. This deal turns a volatile expense—wholesale electricity—into a fixed cost, potentially lowering Alphabet's cost per unit of AI compute as its AI business grows. However, the contract's benefits will start only at the end of this decade, so near-term financials won't improve immediately. The move also positions Google competitively as power and cooling become key constraints for AI data centers, though rivals could pursue similar deals in Europe.
Cathie Wood's ARK Invest bought 43,091 shares of Meta worth about $27.9 million while selling 84,392 Alphabet shares valued at roughly $27.8 million. This move comes after Meta's stock rose 14% in three months, while Alphabet's fell nearly 8%. Meta s...
Alphabet reported strong Q2 2026 earnings with revenue up 24% and EPS far exceeding estimates, driven by rapid growth in Google Cloud and AI initiatives. Despite this, the stock price fell nearly 8% from last month's highs, presenting a buying opport...
Google is investing $15.1 billion in AI infrastructure in Finland over 2027-2028, its largest AI investment in Europe. The project includes data centers, a 94MW battery system, wind contracts, and a 22-year nuclear power deal securing up to half of F...
The Fundstrat Granny Shots US Large Cap ETF (GRNY) offers investors diversified exposure to high-growth sectors such as AI infrastructure, defense, and bitcoin price recovery. It uses a factor-based, equal-weighted approach focusing on companies bene...
Alphabet's stock fell over 10% from its recent high despite posting strong Q2 2026 earnings, including 24% revenue growth and an 82% surge in Google Cloud revenue. The pullback reflects investor concerns over rising capital expenditures, negative fre...
