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Alphabet Inc. (Class A)

Alphabet Inc. (Class A)

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492 stories mentioning Alphabet Inc. (Class A)Updated 7h ago

Alphabet's Google announced a $1.5 billion 2026-27 expansion of its Alabama data center campus, funding its own power and infrastructure costs.

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Wire

Google, Nvidia, Emerald AI Launch Alliance to Advance Flexible Data Centers

Alphabet's (GOOG, GOOGL) Google, Nvidia (NVDA) and Emerald AI said Wednesday they launched the AI Energy Management Alliance to advance flexible AI data centers that can dynamically adjust power consumption in response to grid conditions.The alliance will promote faster interconnections for flexible data centers through colocated generation, storage and computational flexibility, while supporting policies that recognize flexible AI demand, the companies said.The coalition includes partners across the AI, semiconductor, and power sectors, such as Amazon (AMZN)-backed Anthropic, Analog Devices (ADI), National Grid (NGG), AES (AES), Constellation Energy (CEG) and NRG Energy (NRG), according to a statement.Price: $341.22, Change: $-0.21, Percent Change: -0.06%

$ADI$AES$AMZN$CEG$GOOG$GOOGL$NGG$NRG$NVDA
Wire

Google, Nvidia, Emerald AI Launch Alliance to Advance Flexible Data Centers

Google, Nvidia, Emerald AI Launch Alliance to Advance Flexible Data Centers

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Wire

Market Chatter: Google Agrees to Back Carbon Removal Project in Brazil

Alphabet's (GOOG, GOOGL) Google has agreed to back a carbon removal project in Brazil led by developer Terradot, Reuters reported Wednesday, citing a Google executive.The project is designed to decrease methane emissions from rice farming and capture carbon dioxide from the atmosphere, the report said, quoting Google Head of Carbon Removal Randy Spock.The project covers over 200,000 hectares in the state of Rio Grande do Sul, the report said, adding tech giants have been under pressure to boost carbon removal projects to offset emissions from AI data centers.Google didn't immediately respond to a request for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $340.86, Change: $-0.57, Percent Change: -0.17%

$GOOG$GOOGL
Update: Equities Log Back-to-Back Declines Before Fed Decision as Yields, Oil Jump
US Markets

Update: Equities Log Back-to-Back Declines Before Fed Decision as Yields, Oil Jump

(Updates with market moves at the end of the day, and other changes, if any.)US stocks dropped for a second consecutive session on Tuesday as traders fretted over surging bond yields and oil prices while bracing for an interest rate hike from the Federal Reserve.The Nasdaq Composite shed 0.8% to close at 25,981.57, while the Dow Jones Industrial Average fell 0.6% to 52,093.11. The S&P 500 dipped 0.5% to 7,585.73. Except energy and materials, all sectors ended in the red, led by consumer discretionary.The Federal Open Market Committee began its two-day policy meeting on Tuesday.Markets are now pricing in a 95% probability that the FOMC will hike its benchmark lending rate by 25 basis points, according to the CME FedWatch tool.Goldman Sachs said the Fed will likely avoid disappointing markets.Treasury yields were higher, with the 10-year yield up 4.3 basis points at 5.004%. It hit 5.041% earlier in the day, the highest since July 2007, CNBC reported. The two-year yield advanced 3.7 basis points to about 4.7%.West Texas Intermediate crude oil jumped 4.4% to $105.81 a barrel in Tuesday late-afternoon trade, while Brent climbed 2.8% to $108.63.Crude loadings at Saudi Arabia's Red Sea export terminal in Yanbu had been halted, Reuters reported Tuesday, citing shipping industry sources. Saudi Arabia -- which is the world's biggest oil exporting nation -- has notified European customers of its decision to cancel some crude cargoes scheduled for late-September delivery, according to the news agency.Separately, Libya halted operations at three oil fields, though the issue was not related to the US-Iran conflict, Reuters reported.These developments come as Saudi's key East-West crude oil pipeline remained shut following recent attacks by Yemen's Iran-aligned Houthis."The East-West pipeline is expected to remain out of service for several weeks, and without a pickup in flows through the Strait of Hormuz, its closure will further exacerbate an already tight global supply situation," Saxo Bank said Tuesday in a report.In company news, Axon Enterprise (AXON) shares tumbled 9.8%, the second-worst performer on the S&P 500. The company said it intends to offer $1 billion of 0% convertible senior notes due 2031 in a public offering.Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google Cloud, and Amazon.com's (AMZN) Amazon Web Services to strengthen its agentic enterprise capabilities and expand its artificial intelligence footprint across third-party infrastructure.Shares of Salesforce fell 1.5%. Alphabet and Amazon also dropped, while Nvidia edged higher.Spot gold edged down 0.1% to $4,296.37 per troy ounce, while silver rose 0.1% to $64.20 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMZN$AXON$CRM$GOOG$GOOGL$NVDA
Update: Equities Fall Intraday as Yields, Oil Surge Ahead of Fed Decision
US Markets

Update: Equities Fall Intraday as Yields, Oil Surge Ahead of Fed Decision

(Updates with latest market prices and developments.)US benchmark equity indexes fell intraday as bond yields and oil prices jumped ahead of the Federal Reserve's interest rate decision due on Wednesday.The Dow Jones Industrial Average was down 0.9% at 51,956.4 after midday Tuesday, while the Nasdaq Composite shed 0.8% to 25,972.8. The S&P 500 dipped 0.5% to 7,579.3. Except energy and materials, all sectors were in the red, led by consumer discretionary.The Federal Open Market Committee began its two-day policy meeting on Tuesday.Markets are currently pricing in a 93% probability that the FOMC will hike its benchmark lending rate by 25 basis points, according to the CME FedWatch tool.Goldman Sachs said the Fed will likely avoid disappointing markets that almost fully price in an interest rate increase.Treasury yields were higher, with the 10-year yield up 5.1 basis points at 5.012%. It hit 5.041% earlier in the day, the highest since July 2007, CNBC reported. The two-year yield advanced 3.5 basis points to about 4.7%.West Texas Intermediate crude oil jumped 5% to $106.41 a barrel, while Brent climbed 3.3% to $109.15.Oil loadings at Saudi Arabia's Red Sea export terminal in Yanbu had been halted, Reuters reported Tuesday, citing shipping industry sources. The news agency also reported the suspension of operations at three oil fields in Libya, but the issue was not related to the US-Iran conflict.Last week, Saudi Arabia shut down its key East-West crude oil pipeline in the Riyadh and Madinah regions as a precautionary measure. Yemen's Iran-aligned Houthis reportedly launched strikes on Saudi energy infrastructure in recent days."The East-West pipeline is expected to remain out of service for several weeks, and without a pickup in flows through the Strait of Hormuz, its closure will further exacerbate an already tight global supply situation," Saxo Bank said Tuesday in a report.In company news, Axon Enterprise (AXON) shares tumbled nearly 11% intraday, the worst performer on the S&P 500. The company said it intends to offer $1 billion of 0% convertible senior notes due 2031 in a public offering.Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google Cloud, and Amazon.com's (AMZN) Amazon Web Services to strengthen its agentic enterprise capabilities and expand its artificial intelligence footprint across third-party infrastructure.Shares of Salesforce were up 0.5% intraday. Nvidia was also edging higher, while Alphabet and Amazon were trading lower.Spot gold edged down 0.1% to $4,296.53 per troy ounce, while silver dipped 0.4% to $63.89 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMZN$AXON$CRM$GOOG$GOOGL$NVDA
Etsy Could Meet High End of GMS Guidance Amid AI Search, Product Improvements, Oppenheimer Says in Upgrade
US Markets

Etsy Could Meet High End of GMS Guidance Amid AI Search, Product Improvements, Oppenheimer Says in Upgrade

Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial intelligence search tools and updates are improving user engagement and conversion rates, Oppenheimer said in a note e-mailed Tuesday.The brokerage upgraded its rating on the online marketplace's stock to outperform from perform, with a $90 price target, citing AI search benefits, product improvements and app engagement and conversion.Regression of Similarweb (SMWB) website visits implies third-quarter non-app buyers were flat year over year, compared with a 3% drop in the second quarter. This suggests that the high end of Etsy's gross merchandise sales, or GMS, outlook is "achievable," Oppenheimer analysts, including Jason Helfstein, said in the note to clients.Similarweb is an AI-powered digital data company providing real-time market intelligence.Last month, Etsy raised its full-year GMS growth outlook to the mid-single-digit range. GMS measures the total dollar amount of items sold on the platform.A survey of 2,500 consumers in the US indicated that 88% of buyers went directly to Etsy's website or app instead of Alphabet's (GOOG, GOOGL) Google Search, demonstrating a robust competitive moat and less dependence on search engines, Oppenheimer said in the note.About 25% of buyers indicated either an improvement in search, product selection or item descriptions. Of the 54% of lapsed buyers, or consumers that never purchased from Etsy, about 33% and 22% listed discounts and selection as their most likely reason for a future purchase, respectively, according to the brokerage."Broad product improvements clear, but reactivating and adding new buyers remains difficult," the analysts said.Oppenheimer still estimates Etsy's non-app GMS growth in the second half of the year to be similar to the second quarter, while "conservatively" assuming a lack of improvement in app GMS on a two-year basis despite "clear product improvements."Last month, e-commerce company eBay (EBAY) beat quarterly estimates.Price: $74.41, Change: $-0.05, Percent Change: -0.07%

$EBAY$ETSY$GOOG$GOOGL$SMWB
Salesforce Broadens Alliances With Nvidia, Google Cloud, AWS for Enterprise AI Integration
US Markets

Salesforce Broadens Alliances With Nvidia, Google Cloud, AWS for Enterprise AI Integration

Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google Cloud, and Amazon.com's (AMZN) Amazon Web Services to strengthen its agentic enterprise capabilities and expand its artificial intelligence footprint across third-party infrastructure.The company on Tuesday annouced its AI model Koa, built by post-training Nvidia's Nemotron 3 Super with a proprietary dataset modeled from nearly three decades of deployments. Koa uses Salesforce's proprietary synthetic customer relationship management data set and Nvidia's alignment software stack.The companies said Salesforce will control the fine-tuned model weights and host both post-training and live inference within its own infrastructure boundary, preventing customer data from being transferred to external AI provider endpoints or crossing security zones.Under the partnership, Nvidia will also integrate open models and accelerated compute into the Missionforce suite to enable government and regulated entities to train, tune, and deploy agents on private clouds, classified networks, and air-gapped systems.Separately, Salesforce's Hyperforce platform will run natively on Google Cloud's infrastructure as both companies integrate their AI ecosystems, allowing for Salesforce capabilities within Gemini Enterprise and Gemini models inside Agentforce.Salesforce will begin migration of US customers to Hyperforce Cloud in the fourth quarter, according to Google Cloud.Partnership with Amazon Web Services will enable Salesforce to bring its business context data directly to the AI assistant Amazon Quick, embed AWS frontier agents for DevOps, security, and sales partners into the Slack platform, and give Agentforce customers access to Amazon Bedrock's models.Earlier in September, Truist Securities said that Salesforce rebuilt its AI strategy around four foundational layers -- trust, action, agency, and interface -- to power its vision for the agentic enterprise. "We believe the architecture reinforces Salesforce's broader strategy to own the trusted context and action layer of the enterprise while allowing customers flexibility around the models, agents, and interfaces they use," the investment firm said.Shares of Salesforce, Amazon and Alphabet were down 1% to 2% in Tuesday trading, while Nvidia was 0.4% higher.Price: $256.58, Change: $-2.85, Percent Change: -1.10%

$AMZN$CRM$GOOG$GOOGL$NVDA
Wire

Google Eyes Potential Data Center in New Mexico

Alphabet's (GOOGL, GOOG) Google is exploring a new data center project in Lea County, New Mexico, and plans to begin conversations with the community, the tech giant said Monday.The company said many project details remain outstanding, but committed to paying for 100% of the energy and infrastructure it uses and to managing water resources responsibly if the project proceeds.Financial details of the project weren't provided.Price: $346.87, Change: $+8.37, Percent Change: +2.47%

$GOOG$GOOGL
Wire

Trump Says He's 'Not Happy' With Google's Finland Plant Plans

President Donald Trump said Monday on Truth Social he's "not happy" with Alphabet's (GOOG, GOOGL) Google over its plans to build a plant in Finland and wants them to "change their thinking."Google didn't immediately respond to a request for comment from.Price: $346.09, Change: $+10.64, Percent Change: +3.17%

$GOOG$GOOGL
Wire

Trump Says He's 'Not Happy' With Google's Finland Plant Plans

Trump Says He's 'Not Happy' With Google's Finland Plant Plans

$GOOG$GOOGL
Wire

Alphabet's Waymo Launches Fully Autonomous Public Rides in Las Vegas

Alphabet's (GOOG, GOOGL) robotaxi unit Waymo began offering fully autonomous rides to public passengers in Las Vegas after months of testing, Waymo said in a blog post Monday.Initial rides will cover areas including the Las Vegas Strip, Allegiant Stadium, The Venetian, Spring Valley and Winchester, the company said, adding that it plans to gradually expand access across Clark County as it works toward opening the service to the broader public.Price: $343.20, Change: $+7.75, Percent Change: +2.31%

$GOOG$GOOGL
Wire

Market Chatter: Amazon, Netflix, YouTube Form Streaming Policy Coalition

Amazon.com (AMZN), Netflix (NFLX) and Alphabet's (GOOG, GOOGL) YouTube have formed a new policy coalition to support shared positions on key issues, Axios reported Monday.The Streaming Access and Choice Alliance is led by trade group TechNet with the big three streamers as its founding corporate members, the report said.The companies didn't immediately reply to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $253.63, Change: $-3.15, Percent Change: -1.23%

$AMZN$GOOG$GOOGL$NFLX
Wire

Amazon, Netflix, YouTube Form Streaming Policy Coalition, Axios Reports

Amazon, Netflix, YouTube Form Streaming Policy Coalition, Axios Reports

$AMZN$GOOG$GOOGL$NFLX
Stocks Fall Pre-Bell Amid AI Safety Warnings; Investors Await Fed Rate Decision
US Markets

Stocks Fall Pre-Bell Amid AI Safety Warnings; Investors Await Fed Rate Decision

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders assess warnings from leading artificial intelligence executives about the rapid pace of AI developments and await a major policy decision by the Federal Reserve later in the week.The S&P 500 declined 0.8%, the Dow Jones Industrial Average decreased 0.3%, and the tech-heavy Nasdaq fell 1.8% in premarket activity. All three main indexes finished Friday trading higher, snapping a four-day losing streak.Dario Amodei, chief executive of AI chatbot Claude maker Anthropic, called on the industry Saturday to slow the pace at which it advances AI model capabilities. His three-step plan for ensuring that safety measures keep pace with advances in AI model capabilities includes placing independent evaluators inside leading AI companies with "employee-like access."OpenAI CEO Sam Altman and Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk supported Amodei's call in posts on X.Shares of Nvidia (NVDA), Advanced Micro Devices (AMD), Micron Technology (MU), SanDisk (SNDK), Intel (INTC) and Qualcomm (QCOM) were down pre-bell. Shares of AI hyperscalers including Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon (AMZN) and Meta Platforms (META) also dropped.With no major economic reports scheduled for Monday, traders will focus on the Fed's monetary policy committee meeting scheduled for Tuesday, with a decision on interest rates due the following day. Markets are currently pricing in an 87% probability that the central bank will hike its benchmark lending rate by 25 basis points, with the remaining odds in favor of another Fed pause.In remarks emailed toon Friday, Oxford Economics said it "expects a third consecutive set of moderate inflation readings to tip a narrow majority towards holding rates," although "rising oil prices and still-elevated inflation make a risk-management case for a hike."Last week, official data showed that US consumer inflation hit a three-month high in August as energy prices rose, while the core measure unexpectedly accelerated.Treasury yields were down, with the two-year rate retreating 1.8 basis points to 4.63% while the 10-year rate was off 1.6 basis points to 4.96%.West Texas Intermediate crude oil rose 2.6% to $102.66 a barrel, while Brent gained 2.7% to $107.38.A diplomatic meeting between Iran and several Gulf states to discuss the future of the Strait of Hormuz has been called off, following Yemen's Iran-aligned Houthis' attack on a military airbase in Saudi Arabia, Reuters reported. The meeting was scheduled for Monday.Saudi Arabia's Energy Ministry said Friday that the kingdom shut down its key East-West crude oil pipeline in the Riyadh and Madinah regions as a precautionary measure a day after the facility was targeted in multiple attacks. The pipeline closure leaves the Strait of Hormuz as the kingdom's only route for moving large volumes of crude westward, according to Rystad Energy.Gold slipped 1.9% to $4,327 per troy ounce, while bitcoin edged 0.9% higher to $77,992.

Dow JonesNasdaq CompositeS&P 500$AMD$AMZN$GOOG$GOOGL$INTC$META$MSFT$MU$NVDA$QCOM$SNDK$SPCX$TSLA
Major Tech Stocks Fall as AI Leaders Warn of Risks From Rapid Advances
US Markets

Major Tech Stocks Fall as AI Leaders Warn of Risks From Rapid Advances

Shares of major technology companies fell early Monday after leading artificial intelligence executives warned of increasing safety risks and urged the industry to advance AI model capabilities at a more measured pace.Anthropic Chief Executive Dario Amodei called on the industry to slow the pace at which it advances AI model capabilities in an essay published on his personal website Saturday. Addressing the technology's risks requires greater caution, and capabilities should advance at a pace that gives risk-prevention efforts time to keep up, he said."Since roughly this summer, AI has been advancing drastically faster, driven primarily by AI's growing ability to build the next generation of AI," Amodei said. "Left unchecked, it could outrun our ability to understand and control these systems, and so must be pursued very carefully, if at all."Shares of Nvidia (NVDA), Advanced Micro Devices (AMD), Micron Technology (MU), SanDisk (SNDK), Intel (INTC) and Qualcomm (QCOM) were all trending lower in the most recent premarket activity. Shares of major technology companies investing heavily in AI infrastructure, including Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon (AMZN) and Meta Platforms (META), also fell.OpenAI CEO Sam Altman supported Amodei's call. "I agree with Dario that we need to pace the frontier," Altman said in a Saturday post on X."We could lose control of the future to AI," Altman wrote separately in a latest post on X, explaining the potential negative consequences of AI progress. "This is unacceptable; we are unapologetically on Team Humanity, and AI must always serve people. To ensure that, we need ways to ensure that alignment and safety techniques stay ahead of progress in model capabilities."Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk also endorsed Amodei's call, writing on X, "Dario is right."In an interview with Fortune published over the weekend, Altman said OpenAI will not go public this year due to AI safety concerns. Earlier this year, OpenAI and Anthropic confidentially filed for their potential initial public offerings in the US.Amodei proposed a three-step plan to temper AI development without "sacrificing commercial advantage or the United States' lead in AI." The plan calls for placing independent evaluators inside leading AI companies, establishing common safety standards across the industry and coordinating safeguards among governments worldwide.Meanwhile, President Donald Trump on Sunday pushed back on concerns surrounding AI risks. "I think you have a lot of very negative forces that are bringing it up that shouldn't be bringing it up and they're bringing up things that won't happen," Trump told reporters, according to a Reuters report.Trump also reportedly said that the US is "leading China" in the AI industry and that he would like to "keep it that way because whoever wins AI wins."Last month, cybersecurity company CrowdStrike (CRWD) lifted its full-year net new annual recurring revenue, or ARR, outlook amid increasing demand for solutions to address AI risks.Palo Alto Networks (PANW) CEO Nikesh Arora said during an earnings call earlier this month that he expected AI tailwinds driving cybersecurity demand to intensify in the future.Concerns about AI safety intensified last week after Jacob Coxon, an AI researcher at Anthropic, announced that he was leaving the company and warned that leading AI developers were racing to build self-improving systems they might not be able to control.

$AMD$AMZN$CRWD$GOOG$GOOGL$INTC$META$MSFT$MU$NVDA$PANW$QCOM$SNDK$SPCX$TSLA
Oracle Margin Pressure, Modest Guidance Raise Leave Morgan Stanley Needing More Visibility
US Markets

Oracle Margin Pressure, Modest Guidance Raise Leave Morgan Stanley Needing More Visibility

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a "modest" earnings guidance raise left Morgan Stanley wanting more visibility on infrastructure buildout and profitability.Oracle reported strong fiscal first-quarter results late Thursday, driven by above-consensus cloud sales that were buoyed by infrastructure revenue growth of 121% year over year.Morgan Stanley said Friday the company's non-GAAP gross profit margin fell to 61% in the three months through August from 68.7% a year ago, missing the brokerage's and Wall Street's estimate of about 62%."Our gross margin did decline as expected, driven by impacts from ramping up our data centers and the acceleration of infrastructure revenue," Chief Financial Officer Hilary Maxson said during Thursday's earnings call, according to a FactSet transcript. "However, this was offset in the quarter by lower operating costs and strong operating leverage tied to simplification and efficiency actions."Oracle expects gross margins to "flatten" over the next couple of years, Maxson told analysts."We'd like to see more evidence of the progress towards gross margin stabilization, more visibility on where and when infrastructure capacity comes on stream and (ideally but less critically) an improving trend in apps to turn more constructive," Morgan Stanley said.Cloud application revenue missed Wall Street's estimates by 1% in the first quarter, the brokerage wrote.Oracle raised its fiscal 2027 adjusted earnings per share guidance to $8.10 from $8.05. Morgan Stanley described the upward revision as "modest."The brokerage reiterated its equal-weight rating on Oracle's stock, with a $210 price target.The company reported capital expenditure of $28.50 billion in the first quarter, resulting in negative free cash flow of $5.40 billion. "Our capex will not be linear throughout the year," Maxson said. "We continue to anticipate $90 billion to $95 billion in capex for the full year, with not more than $70 billion in net cash capex."Oracle's plan to convert nearly half of its $664 billion remaining performance obligations into revenue over the next 36 months without lifting the capex outlook is encouraging, Morgan Stanley added.Shares were down 0.9% in Friday trading. The stock has lost 22% this year.Amazon's (AMZN) second-quarter results showed in July that operating margin increased to 13.7% from 11.4% in the same quarter last year, while Alphabet (GOOG, GOOGL) expanded 2 percentage points to 34%. Microsoft (MSFT) reported that its fiscal fourth-quarter gross margin jumped to $60.48 billion from $52.43 billion in the prior-year period.Price: $151.89, Change: $-1.05, Percent Change: -0.69%

$AMZN$GOOG$GOOGL$MSFT$ORCL
Sectors

Sector Update: Financial Stocks Advance Pre-Bell Friday

Financial stocks were advancing pre-bell Friday, with the State Street Financial Select Sector SPDR ETF (XLF) 1.3% higher.The Direxion Daily Financial Bull 3X Shares (FAS) was up 3.4% and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was 3.7% lower.UBS Group (UBS) has accepted $7.93 billion aggregate principal amount of notes in its cash tender offers for nine series of debt securities and upsized its maximum offer amount to about $5.85 billion from $4 billion, the company said. Shares of UBS Group were up more than 1% premarket.Blackstone (BX) intends to purchase many more tensor processing units from Alphabet (GOOG, GOOGL) unit Google than initially outlined, The Information reported, citing a person familiar with the matter. Blackstone stock was 0.7% higher pre-bell.Thomson Reuters (TRI) priced a US public offering by its subsidiary, TR Finance, of $800 million of 5.1% notes due 2028 and $500 million of 5.750% notes due 2033. Thomson Reuters shares were up more than 1% premarket.

$BX$FAS$FAZ$GOOG$GOOGL$TRI$UBS$XLF
Commodities

Valorem, Google Ink Long-Term PPA for Finnish Wind Capacity

Google (GOOG) has expanded its clean energy portfolio in Finland through a ten-year power purchase agreement with Valorem Group, securing additional onshore wind generation from the Matkussaari facility.Valorem Group said Wednesday it finalized a long-term PPA with Google for 97.3 megawatts of capacity from the Matkussaari wind farm in Finland.Located in Kurikka, South Ostrobothnia, the 148.5-megawatt facility consists of 27 Nordex wind turbines and forms part of the broader 313.5-megawatt Viiatti project.The ten-year, pay-as-produced contract supports Google's growing digital infrastructure in Finland while bolstering local grid reliability and carbon-free energy supply.

$GOOG$GOOGL
Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles
US Markets

Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles

Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructure sales more than doubled year over year.Revenue increased 30% year-on-year to $19.35 billion during the three months through August, above the FactSet-polled consensus of $19.14 billion. Adjusted earnings per share rose to $1.92 from $1.47 a year earlier, compared with the Street's $1.74 view.Cloud sales advanced 62% to $11.61 billion, driven by a 121% jump in infrastructure to $7.39 billion. Wall Street expected $11.51 billion in overall cloud revenue.Oracle's remaining performance obligations -- future commitments arising from contractual relationships -- soared $209 billion year-on-year to $664 billion. The company booked more than $30 billion of AI cloud contracts in the fiscal first quarter."Customer demand for AI cloud training and inferencing services continues to grow faster than supply," the cloud computing company said late Thursday.Oracle delivered more than 300,000 graphics processing units to AI cloud customers since the end of May, nearly triple the capacity shipped during the fourth quarter.Shares were up 6.8% in after-hours trading. The stock is down 22% this year through Thursday close.Oracle's software segment edged 3% lower annually to $5.55 billion.Earlier in the week, Oppenheimer said strong results across enterprise software companies in the most recent quarter point to healthy demand, which should bode well for Oracle's cloud business."Our regression analysis foretells upside in (Oracle cloud infrastructure, or OCI) growth and RPO conversions in (the fiscal first quarter)," the brokerage said in a Tuesday note. "In combination with additional gigawatt capacity coming online, this could support higher (fiscal 2027) guidance while reinforcing the bull case that OCI demand remains supply -- not demand -- constrained."Major technology companies have reported strong annual growth rates for their cloud businesses in the latest earnings season, with Alphabet's (GOOG, GOOGL) cloud revenue surging 82% to $24.77 billion. Microsoft (MSFT) cloud computing platform Azure rallied 43%, while Amazon's (AMZN) Web Services revenue jumped 37%.Oracle expects revenue to grow by 30% to 34% in the second quarter, with cloud sales seen rising 64% and 70%. Non-GAAP EPS is expected to grow between 21% and 25%, reaching $1.85 to $1.91. Markets expect adjusted EPS of $1.89 on consolidated revenue growth of 32% to $21.18 billion.Oracle raised its fiscal 2027 non-GAAP EPS guidance to $8.10 from $8.05. The company expects at least $90 billion in full-year revenue. Analysts expect $8.07 and $89.66 billion, respectively.

$AMZN$GOOG$GOOGL$MSFT$ORCL
Wire

Alphabet's Google Rolls Out Gemini App for Windows

Alphabet's (GOOG, GOOGL) Google launched the Gemini app for Microsoft's (MSFT) Windows, designed to work seamlessly alongside desktop tools and applications.The app offers access to Gemini Spark, a 24/7 personal AI agent, Google said Thursday in a blog post. Users can generate custom images with Nano Banana and high-quality videos with Gemini Omni.The app is available globally for Windows 10 and 11.Price: $329.79, Change: $+1.41, Percent Change: +0.43%

$GOOG$GOOGL$MSFT

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