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Cloud AI Update - Exploring AI's Future Infrastructure Challenges And Solutions
Simply Wall St.102d agoneutral
Cloud AI Update - Exploring AI's Future Infrastructure Challenges And Solutions

Yotta 2026 has announced its preliminary agenda for a major event focusing on the integration of AI, energy, and digital infrastructure. Scheduled for September 28-30 in Las Vegas, the event aims to address the challenges and opportunities of scaling AI infrastructure, including financing, powering, and constructing facilities to support AI's growing demands. The agenda highlights the convergence of compute, power, networks, and capital into single platforms, featuring insights from industry...

Alphabet (GOOGL) Addresses Public Concerns Around Self-Driving Cars
Insider Monkey102d agoneutral
Alphabet (GOOGL) Addresses Public Concerns Around Self-Driving Cars

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds. On June 11, Alphabet Inc.’s (NASDAQ:GOOGL) subsidiary, Waymo, unveiled a nationwide TV commercial campaign geared towards addressing public doubts about self-driving cars as well as establishing itself amid stiff competition. Planned to air Friday on […]

SpaceX (SPCX) Is Up 14.9% After Record IPO And $60 Billion Cursor AI Deal - What's Changed
Simply Wall St.102d agoneutral
SpaceX (SPCX) Is Up 14.9% After Record IPO And $60 Billion Cursor AI Deal - What's Changed

In mid-June 2026, Space Exploration Technologies Corp. completed the largest IPO in history, raising roughly US$75–86 billion and rapidly secured inclusion in major Nasdaq indexes while agreeing to acquire AI coding platform Cursor in an all-stock deal valued at US$60 billion. These moves accelerate SpaceX’s shift from pure launch and satellite operations toward AI infrastructure and enterprise software, with Google and Anthropic signing multiyear GPU and data-center contracts worth tens of...

Amazon points to water conservation steps in India amid data centre scrutiny
Reuters102d agoneutral
Amazon points to water conservation steps in India amid data centre scrutiny

Amazon said on Friday its Indian operations had reached a major milestone in ‌water conservation, at a time when global tech giants face increasing pressure ‌over their expansion of resource-hungry AI data centres. The U.S.-based company announced it had turned "water positive" in ​India this year - meaning it returns more water to communities than it uses across its operations, which include data centres, corporate offices and warehouses. Amazon, Microsoft and Alphabet's Google are among companies that are facing shareholder and activist pushback ⁠over the environmental impact of data centre projects, Reuters reported earlier this year.

JPMorgan latest Broadcom outlook sends key signal
TheStreet102d agoneutral
JPMorgan latest Broadcom outlook sends key signal

Somewhere in the past few weeks, a supply chain rumor got out that a chip program Broadcom has been working on with Google might be running late. Nobody confirmed it. No contract was lost, no customer pulled back, no earnings were restated. Just a rumor, and yet Broadcom's stock shed nearly 7% in ...

PLTR Stock: The Math Hidden In Its Price
Trefis102d agoneutral
PLTR Stock: The Math Hidden In Its Price

Palantir Technologies (PLTR) stock trades at $130.63 per share, a market cap of $312.7B, and 137.1x trailing P/E. That is a meaningful premium. The question is not whether the stock is "cheap" or "expensive" in the abstract. It is what the market is implicitly assuming about the business in order to justify paying this price.

How Does Alphabet Inc (GOOGL)’s Metaverse Push Look Like?
Insider Monkey102d agoneutral
How Does Alphabet Inc (GOOGL)’s Metaverse Push Look Like?

Alphabet Inc (NASDAQ:GOOGL) is one of the most promising metaverse stocks to buy now. Alphabet shares have more than doubled over the past year, and the Street sees more upside potential in the stock. On June 11, Alphabet Inc (NASDAQ:GOOGL)’s Google unit announced a nationwide rollout of its interactive home listing ads. This ad format […]

Bloomberg102d agoneutral
Meta Strikes New AI Computing Deals With Data Center Firm Crusoe

(Bloomberg) -- Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support an ambitious artificial intelligence expansion.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USNYC Greek Eatery Ki

A Face Computer for $2,200? Snap Makes Another Pitch for Augmented Reality.
Barrons.com103d agoneutral
A Face Computer for $2,200? Snap Makes Another Pitch for Augmented Reality.

This past week, a group of AR devotees gathered at the AWE USA conference in Long Beach, Calif. Everyone there is betting that augmented-reality glasses will eventually come out on top. AWE sponsors included Meta Platforms,   Alphabet Google, and Nvidia but the headline sponsor and star of the show was Snapchat parent Snap and the launch of its new Specs AR glasses, at an eye-watering price point of $2,195. No company has made as focused a bet on AR as Snap.

Google’s AI Superstar Is Joining OpenAI. Alphabet Stock Is Doing Just Fine.
Barrons.com103d agoneutral
Google’s AI Superstar Is Joining OpenAI. Alphabet Stock Is Doing Just Fine.

One of the world’s leading artificial-intelligence researchers is leaving Alphabet for OpenAI, dealing a blow to the Google parent in the war for AI talent. Noam Shazeer, who co-led the development of Google’s Gemini AI models, announced his departure in a social media post Wednesday night. The move comes less than two years after Google doled out $2.7 billion to bring back Shazeer after he left the company to found a start-up in 2021.