Google Becomes the Latest Tech Giant to Strike a Nuclear-Power Deal for AI
The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.
Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.
Google Backs New Nuclear Plants to Power AI -- WSJ
Google To Purchase Nuclear Power For Data Centres
AI is leading the wave of nuclear energy! Google has signed a nuclear power purchase agreement to power the datacenter.
①Google has signed an agreement with nuclear energy startup Kairos Power to provide electrical utilities to Google's datacenter; ②The agreement will add approximately 500 megawatts of carbon-free power to Google, with the first small reactor in the agreement expected to be operational before 2030; ③Google executives stated that this agreement is a milestone in Google's 15-year clean energy journey.
Investment bank Baird: Alphabet (GOOGL.US) Q3 operating profit and EPS indicators are at risk due to increased capital expenditures.
Investment bank Baird believes that with the increase in capital expenditures, Alphabet's operating profit and earnings per share indicators may face risks.
Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.
With stable orders from nvidia and slow progress in competitors'HBM3e technology, along with sk hynix set to mass ship 12-layer HBM products in the fourth quarter, Bank of America predicts that by 2025, sk hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from HBM business with over 60% operating margin. Bank of America raised SK hynix's target stock price from 0.24 million Korean won to 0.28 million Korean won.
Options Market Statistics: NVDA Options Pop as Its Shares Reach Its Highest Closing on Record
Google (GOOGL.US) signs agreement with nuclear energy company, can AI help alleviate the "power consumption dilemma"?
Google has signed the world's first corporate agreement to purchase electricity from multiple small modular reactors to meet ai power needs. Boosted by this, some concept stocks soared on Monday.
Nvidia's stock price hit a new high again, with a market cap reaching nearly $3.4 trillion.
Nvidia's stock price hit a record high at Monday's close, with a market cap of $3.39 trillion, making it the second largest listed company on the US stock market, only behind Apple ($3.52 trillion). Currently, Wall Street is preparing for the earnings season, and all top customers of this chip manufacturer will update their planned spending on AI infrastructure. Nvidia's stock price rose by 2.4% that day, closing at $138.07, surpassing the previous high of $135.58 set on June 18. So far this year, Nvidia's stock price has risen by nearly 180%, skyrocketing over 9 times since the beginning of 2023. Nvidia is widely considered
Sam Altman's Oklo Jumps On Google Nuclear Deal: What's Going On?
Alphabet-A Options Spot-On: On October 14th, 161.27K Contracts Were Traded, With 2.67 Million Open Interest
Alphabet's Google Says Signs Deal To Buy Nuclear Power From Small Modular Reactors To Be Developed By Kairos Power; Alphabet And Kairos Say Deal Is For 500 Megawatts Of Power From SMRS; Agreement Intends To Bring Kairos Power's First SMR Online By...
Alphabet Inc. (GOOGL): Most Promising Growth Stock According to Hedge Funds
Google Backs Buildout of Small Nuclear Reactors in Kairos Deal
Google Inks Deal With Nuclear Company as Data Center Power Demand Surges
Express News | Alphabet and Kairos Say Deal Is for 500 Megawatts of Power From Smrs
Express News | Agreement Intends to Bring Kairos Power's First Smr Online by 2030, With More Deployments Through 2035
Express News | Alphabet's Google Says Signs Deal to Buy Nuclear Power From Small Modular Reactors to Be Developed by Kairos Power
Google's Operating Income, EPS Estimates at Risk From Capex Spending: Baird