BIZARRE: 3 - What They Never Told You

Dear Google Stock Fans, Mark Your Calendars for July 13

Google Cloud's new U.K. regulatory designation on July 13 highlights both its rising strategic importance to global finance and the greater scrutiny that comes with it.

Barchart · Jul 13

Google to plant its AI flag in India: What it means for the country

In a major shift for India's AI ecosystem, Google Cloud is bringing its latest Gemini AI models to infrastructure located within the country, allowing enterprises to keep both their data and AI processing in India. The move is driven by growing demand for digital sovereignty and marks India's emergence as…

The Economic Times · Jul 8

Google Cloud’s big India AI bet; Swiggy crosses key ownership threshold

Google Cloud is supercharging its India bet with a local AI play and a potential manufacturing push. This and more in today’s ETtech Morning Dispatch.

The Economic Times · Jul 8

Alphabet Earnings Preview: What to Expect

As Alphabet is gearing up to report its fiscal Q2 earnings report soon, analysts predict its EPS to rise by double digits.

Barchart · Jul 3

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Facebook's parent company could be launching a new Meta Compute business to sell excess capacity to other hyperscalers and startups.

TechRadar · Jul 2

Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?

“Data center capacity in the United States is not going to age well,” MNTN CEO Mark Douglas told Fortune. He gives it two years.

Fortune · Jul 2

Why Alphabet’s Pullback May Be an Opportunity in Disguise

GOOGL has pulled back 15% from its all-time high of $408.61, but strong Google Cloud growth, a forward P/E of 24, and Dow inclusion on June 29 support the bull case.

MarketBeat · Jun 28

Nokia Stock May Be the Most Attractively Priced Way to Bet on AI Infrastructure

Nokia has extended its deal with Google cloud to embed Gemini AI agents into its network operations.

Barchart · Jun 23

Liquid Gold: The AI Cooling Retrofit Trade

The mandatory transition to liquid cooling systems in enterprise data centers creates extraordinary growth opportunities for infrastructure investors.

MarketBeat · Jun 23

Amazon Could Soon Sell Its Custom AI Chips. That Could Be Bad News for Google Stock.

With Amazon entering the AI chip race more aggressively, Google may be facing a formidable new challenge to its AI ambitions.

Barchart · Jun 23