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A Bigger Geothermal Bet: What Google’s Fervo Deal Could Mean
Insider Monkey23d agoneutral
A Bigger Geothermal Bet: What Google’s Fervo Deal Could Mean

Fervo Energy Company (NASDAQ:FRVO) has signed its largest-ever geothermal power agreement with Google, under which it will supply nearly 400 megawatts of electricity from its Cape Station project in southwestern Utah starting in 2028. The project is expected to become the world’s largest enhanced geothermal facility, with Fervo investing more than $2 billion in its […]

Zoox vs. Waymo: Are Amazon and Alphabet Ready to Win the Robotaxi Race?
Insider Monkey23d agoneutral
Zoox vs. Waymo: Are Amazon and Alphabet Ready to Win the Robotaxi Race?

Amazon.com, Inc. (NASDAQ:AMZN)’s Zoox and Alphabet Inc. (NASDAQ:GOOG)’s Waymo are both stepping up their robotaxi expansion, highlighting the increasingly competitive race to commercialize autonomous ride-hailing in the U.S. Zoox said it will begin testing in Houston and San Diego, bringing its presence to 12 U.S. locations. It plans to use retrofitted vehicles for mapping and […]

What Is Fervo Energy (FRVO) Really Gaining From Its 3 GW Geothermal Deal?
Simply Wall St.23d agoneutral
What Is Fervo Energy (FRVO) Really Gaining From Its 3 GW Geothermal Deal?

Fervo Energy (NasdaqGS:FRVO) and Google have signed a new enhanced geothermal framework agreement to support large scale, carbon free data center power. The deal includes what the companies describe as the largest ever geothermal power purchase agreement. The framework allows for significant expansion of Fervo's contracted geothermal capacity over time for future data center infrastructure. Both sides present the agreement as a key step in using enhanced geothermal systems to supply cleaner...

Broadcom Q3 Earnings Call Highlights
MarketBeat23d agoneutral
Broadcom Q3 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

3 Mega-Cap Stocks to Consider Right Now
StockStory23d agoneutral
3 Mega-Cap Stocks to Consider Right Now

“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

Stocks Rise As Middle East Tensions Fray
The Wall Street Journal23d agoneutral
Stocks Rise As Middle East Tensions Fray

Renewed Middle East fighting and falling bond prices have weighed on stocks, but major indexes shrugged off those pressures on Wednesday after a rough start to the week. Brent crude futures have risen sharply in recent days, and didn’t move much on Wednesday despite the stock-market recovery. Brent hovered above $95 a barrel as Iran and the U.S. traded attacks again, leaving any resolution to the long-simmering conflict distant.

What Is Berkshire Hathaway (BRK.A) Signaling About AI Under Greg Abel?
Simply Wall St.23d agoneutral
What Is Berkshire Hathaway (BRK.A) Signaling About AI Under Greg Abel?

Berkshire Hathaway (NYSE:BRK.A) CEO Greg Abel outlined the conglomerate's multibillion-dollar investment in Alphabet, focusing on artificial intelligence as a key area of interest. Abel described how AI adoption is being assessed across Berkshire's portfolio companies, with Alphabet highlighted as a major player in the technology. The comments offer rare detail on Berkshire's thinking around one of its largest equity positions and how AI factors into its future capital allocation. For...

Google Gemini Integration and AI Lawsuits Could Be A Game Changer For Wix.com (WIX)
Simply Wall St.23d agobearish
Google Gemini Integration and AI Lawsuits Could Be A Game Changer For Wix.com (WIX)

Wix.com Ltd. previously announced a collaboration with Google to embed its Wix Harmony website creation tools directly inside Gemini as a connected app, allowing users to build, manage, and analyze full-featured sites through natural-language interactions without leaving the Gemini interface. At the same time, multiple securities class action filings now question prior disclosures about the competitiveness and cost profile of Wix’s AI products, putting added scrutiny on how initiatives like...

SpaceX AI Buildout Shows Cracks as Musk Shakes Up Data Center Team
Benzinga Prediction Markets23d agoneutral
SpaceX AI Buildout Shows Cracks as Musk Shakes Up Data Center Team

Space Exploration Technologies Corp. (NASDAQ:SPCX) has reshuffled its data-center leadership after engineering concerns and reliability problems emerged at facilities in Tennessee and Mississippi, The Information reported Tuesday. The shake-up comes as Elon Musk races to expand SpaceX’s AI infrastructure business...