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What We’ve Learned Since 9/11
Barrons.com21d agoneutral
What We’ve Learned Since 9/11

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

3 Japanese Hidden Gems With At Least 12% Net Margins
Simply Wall St.21d agoneutral
3 Japanese Hidden Gems With At Least 12% Net Margins

Japan’s government bond yields recently retreated after earlier highs, and the yen has strengthened, which keeps many global investors focused on large caps and macro headlines. That leaves plenty of room in the shadows for smaller high quality Japanese stocks with solid fundamentals and limited analyst coverage. This article highlights three such under the radar opportunities that could potentially help diversify a long term Japan focused portfolio. The stocks covered below are just a small...

Mark Zuckerberg Opposes Federal AI Watchdog in Call With Trump: Report
Benzinga21d agoneutral
Mark Zuckerberg Opposes Federal AI Watchdog in Call With Trump: Report

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa

Google’s New Energy Project Gives Eos Energy a Key Technology Validation
Insider Monkey21d agoneutral
Google’s New Energy Project Gives Eos Energy a Key Technology Validation

MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc. (NASDAQ:GOOGL)’s Google announced a collaboration on September 2 to deliver new, clean, around-the-clock energy resources to the PJM grid in support of growing demand in the region. For Eos, this deal marks an important validation point for its long-duration battery technology. In response, Stifel […]

Does Marvell (MRVL) Signal Patience or Urgency With Its AI Data Center Timeline and Buybacks?
Simply Wall St.22d agobullish
Does Marvell (MRVL) Signal Patience or Urgency With Its AI Data Center Timeline and Buybacks?

In late August 2026, Marvell Technology reported higher second-quarter revenue and earnings compared to a year earlier, raised its fiscal 2027 and 2028 revenue outlook, driven by broad-based Data Center strength, and completed a US$4.56 billion share repurchase program begun in 2016. At the same time, management disclosed that much of the financial benefit from its expanded hyperscaler, including Google, partnerships may arrive closer to 2029, creating a tension between strong near-term...

Eos Energy Enterprises (EOSE) Stock Dropped, So What Is Driving Attention Now?
Simply Wall St.22d agobearish
Eos Energy Enterprises (EOSE) Stock Dropped, So What Is Driving Attention Now?

Eos Energy Enterprises (EOSE) drew fresh investor attention after MN8 Energy and Google selected its Z3 zinc based long duration storage for a PJM grid project serving Google data centers in West Virginia. For investors, the MN8 and Google collaboration comes at a time when Eos Energy Enterprises has seen its share price under pressure. The latest close is US$3.50, and the year-to-date share price return is down about 73%, while the 1-year total shareholder return is also down. However, the...

Fervo Energy (FRVO) Dropped, So What Is Driving Attention Now?
Simply Wall St.22d agobearish
Fervo Energy (FRVO) Dropped, So What Is Driving Attention Now?

Fervo Energy (FRVO) stock is in focus after the company agreed to a 396 megawatt power purchase agreement with Google for its Cape Station geothermal GeoCluster in Utah, as well as a sizeable expansion option. That Google agreement comes after a mixed stretch for Fervo Energy, with the share price falling 53.73% over the past 90 days and 50.79% year to date. At the same time, the 7 day share price return of 16.45% hints at renewed interest following recent contract wins. Spot 38 power grid...

Berkshire Hathaway (BRK.A) Is Getting Fresh Attention, What Is Behind It?
Simply Wall St.22d agoneutral
Berkshire Hathaway (BRK.A) Is Getting Fresh Attention, What Is Behind It?

Berkshire Hathaway (BRK.A) drew fresh attention after CEO Greg Abel detailed the conglomerate's multibillion dollar Alphabet stake and AI ambitions, prompting investors to reassess how this exposure fits alongside Berkshire's own stock. For context, Berkshire Hathaway's 90 day share price return of 5.58% contrasts with a 30 day share price return that declined 1.27%, while the 1 year total shareholder return of 0.89% sits well behind the 3 year total shareholder return of 38.25% and 5 year...

Google’s Arkansas Data Center Reveals the Huge Power Bill Behind AI. Entergy Stands to Benefit
Insider Monkey22d agoneutral
Google’s Arkansas Data Center Reveals the Huge Power Bill Behind AI. Entergy Stands to Benefit

Google’s Arkansas data-center buildout is providing a rare look at the price of AI electricity. Documents reported on September 1 show Alphabet Inc. (NASDAQ:GOOGL) agreeing to pay $526 million toward the Cypress Solar project and another $190 million for transmission upgrades. Those commitments benefit Entergy Corporation (NYSE:ETR), the regulated utility responsible for turning Google’s computing […]

PG&E, Google, Rewiring America Launch VPP in California
POWER Magazine22d agoneutral
PG&E, Google, Rewiring America Launch VPP in California

California utility Pacific Gas and Electric (PG&E) on September 3 announced SHARE (Smart Home Assets for Reliability and Efficiency), a first-of-its-kind virtual power plant designed to help communities benefit from rising electric demand, while improving affordability and reliability for all customers. PG&E, together with Rewiring America, Google, Carrier Global Corporation, Tesla, Sunrun, Renew Home, Demand […]

Eos Energy Enterprises (EOSE) Is Up 8.1% After Google-Backed Long-Duration Storage Debut in West Virginia
Simply Wall St.22d agoneutral
Eos Energy Enterprises (EOSE) Is Up 8.1% After Google-Backed Long-Duration Storage Debut in West Virginia

MN8 Energy recently announced it will collaborate with Eos Energy Enterprises and Google on a West Virginia project combining 86 MW of solar with both zinc-based long-duration and lithium-ion storage to supply clean, dispatchable power to the PJM grid and nearby data centers. This marks Google’s first use of Eos’ American-made Z3 long-duration technology and the first commercial-scale deployment of such storage in West Virginia, linking advanced grid capacity with redevelopment of a...

Has Eos Energy Enterprises (EOSE) Fallen Far Enough To Justify Its Premium?
Simply Wall St.22d agobearish
Has Eos Energy Enterprises (EOSE) Fallen Far Enough To Justify Its Premium?

Eos Energy Enterprises stock has delivered a steep 73.0% decline over the past five years, while current market multiples screen the shares as overvalued and the broader checks point to only a mixed picture on value. For investors looking at the recent news on new projects, manufacturing changes and leadership moves, the question is how much of that is already reflected in the current share price. The share price has fallen 73.0% over five years, which means many long term holders are...