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| Title | Published |
|---|---|
Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck? Newly reported records put dollar figures on power infrastructure for Google’s West Memphis data center, but Entergy says the first $716 million headline understated the full economics. Reports identified $526 million toward the Cypress Solar project and $190 million for transmission. Entergy later argued that the $526 million figure reflected only the upfront payment and […] | about 6 hours ago |
Marvell Raised Its Outlook but Fell as Google Chip Revenue Stayed Distant. Has the AI Payoff Been Priced In? (Ready for review) Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […] | about 6 hours ago |
Jim Cramer Flagged Another Risk For Adobe Inc. (NASDAQ:ADBE) Alphabet Inc. (NASDAQ:GOOGL) and Adobe Inc. (NASDAQ:ADBE) are different firms whose businesses overlap. While the former is one of the largest technology companies in the world, the latter is primarily a productivity software provider that enables customers to work with documents, images and other mediums. However, the age of AI has made it difficult for […] | about 6 hours ago |
Broadcom (AVGO) Stock Is Down After Q3 Earnings: Is It Too Soon to Buy the Dip? Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June. | about 7 hours ago |
Jim Cramer flagged one stock quietly concentrating portfolios The portfolio looks diversified. Cramer says look again | about 7 hours ago |
Looking Ahead to the Q3 Earnings Season: What to Expect 2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year. | about 7 hours ago |
Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck? Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck? | about 7 hours ago |
Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck?
Newly reported records put dollar figures on power infrastructure for Google’s West Memphis data center, but Entergy says the first $716 million headline understated the full economics. Reports identified $526 million toward the Cypress Solar project and $190 million for transmission. Entergy later argued that the $526 million figure reflected only the upfront payment and […]
Marvell Raised Its Outlook but Fell as Google Chip Revenue Stayed Distant. Has the AI Payoff Been Priced In? (Ready for review)
Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]
Jim Cramer Flagged Another Risk For Adobe Inc. (NASDAQ:ADBE)
Alphabet Inc. (NASDAQ:GOOGL) and Adobe Inc. (NASDAQ:ADBE) are different firms whose businesses overlap. While the former is one of the largest technology companies in the world, the latter is primarily a productivity software provider that enables customers to work with documents, images and other mediums. However, the age of AI has made it difficult for […]
Broadcom (AVGO) Stock Is Down After Q3 Earnings: Is It Too Soon to Buy the Dip?
Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.
Jim Cramer flagged one stock quietly concentrating portfolios
The portfolio looks diversified. Cramer says look again
Looking Ahead to the Q3 Earnings Season: What to Expect
2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.
Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck?
Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck?