Google announced a €13 billion investment in Finland to build at least three new data centers.
Alphabet, the parent company of Google, plans to invest at least €13 billion in Finland over the next two years to build new data centers and expand existing facilities in Hamina, marking its largest single investment in Europe. The project will leverage Finland’s carbon-free energy and grid advantages, complemented by wind power, energy storage, and waste heat recovery systems. Google estimates that the construction phase will support more than 37,000 jobs, while operations will sustain approximately 7,000 jobs annually thereafter.
Waymo Launches Fully Autonomous Vehicle Rides On Lyft App In Nashville
This is the first market where Waymo vehicles are available across both the Waymo and Lyft apps, empowering riders with more choice, reliability, and access to the Waymo experience."Nashville riders
Broadcom Says AI's Biggest Bottleneck Is Moving From Silicon to Electricity
Broadcom Inc. (NASDAQ:AVGO) stock was little changed in Wednesday's premarket session as investors weighed a softer broader market against CEO Hock Tan's bullish long-term outlook for artificial
'Stop Demanding Taxpayer Subsidies:' GOP Senator Slams AI Data Centers Over Water, Power and Tax
Sen. John Kennedy (R-La.) criticized the rapid expansion of AI data centers, arguing that technology companies should shoulder more of the environmental, energy and financial costs associated with
Overseas Research Selection Daily Report 0909 | Natixis: The US-Canada tariff dispute exposes three core US demands
① HSBC raises its year-end target for the S&P 500 to 8,100 points; ② JPMorgan: The probability of a US-Iran agreement has fallen to its lowest level since the outbreak of hostilities, with a potential blockade of the Strait of Hormuz lasting until 2027; ③ JPMorgan: The decline in chip sales in July was seasonal, and the industry size may reach $1.73 trillion by 2026; ④ Goldman Sachs: Google Cloud's AI business is accelerating its penetration, with Gemini customers generating approximately 50% higher five-year value.
Marvell Calls Itself the 'Switzerland' of AI, and Says It Works With Everybody
Marvell Technology Inc. (NASDAQ:MRVL) stock edged higher Wednesday in premarket trading as semiconductor stocks held steady. Nasdaq futures gained 0.05%, while S&P 500 futures were little changed.
Visa utilizes on-chain lending to provide working capital for stablecoin cards, marking the first entry of DeFi into the credit card backend infrastructure.
The integration of DeFi into the credit card backend has effectively installed an automated finance department within Visa’s settlement system.
How Visa’s Stablecoin Card Settlement Financing Works: A $250 Million Pilot Featuring Smart Contract Escrows, Daily Data Verification, and Zero Defaults
Stablecoin cards are emerging as one of the fastest-growing segments on the Visa network, yet the primary bottleneck for early-stage projects is not demand, but daily settlement funding gaps.
Apple and Google Face UK Mandate to Block Explicit Content on Children's Phones as Talks Stall
The UK government has announced plans to enforce legislation requiring Apple Inc. (NASDAQ:AAPL) and Alphabet Inc.'s Google (NASDAQ:GOOGL) (NASDAQ:GOOG) to block explicit images on children's
Morgan Stanley Explains the True Significance of GPT-6 Astra: Shifting the “AI Narrative” from “Demand Debates” Back to “Physical Bottlenecks”
Morgan Stanley believes that the release of GPT-6 Astra will shift the focus of the AI narrative from “whether demand is excessive” to “whether physical supply can keep pace.” The leap in capabilities brought by Astra will trigger more AI revenue scenarios. However, shortages of ABF substrates, manufacturing bottlenecks for HBM4E, and a 38-gigawatt power gap are the hard constraints truly limiting the realization of AI dividends. The firm recommends the following priority order: AI computing power as the top priority, followed by networking; selective allocation for memory; and analog chips as an early-cycle hedge.
iPhone Duo, iPhone Fold, or iPhone Ultra? The Naming Debate Over Apple’s Foldable Smartphone
The internally favored name "iPhone Ultra" garnered the highest support (38%). "iPhone Fold" was nearly ruled out due to its naming similarity with Samsung, while "iPhone Duo," which emerged shortly before the launch, unexpectedly disrupted the process. Apple's first foldable iPhone is expected to go on sale as early as October, with a starting price of approximately $2,000 and a top-tier configuration nearing $3,000, making it the most expensive iPhone in history.
Daily Roundup of Investment Bank and Institutional Views (2026-09-09)
Mini Program: Daily Summary of Investment Bank/Institutional Views – International 1. Goldman Sachs: Refined product flows through the Strait of Hormuz at only 35% of pre-conflict levels, while crude oil stands at 70% Goldman Sachs executives stated on Tuesday that refined product flows through the Strait of Hormuz are at 35% of pre-war levels, with crude oil flows at 70%. Daan Struyven, Co-Head of Global Commodities Research at Goldman Sachs, noted that supply shocks in the Middle East have a greater impact on refined products than on crude oil, particularly for heavier products such as diesel, though no specific volumes were provided. Vessel tracking data from Kpler shows that last year, refined products shipped from the Middle East through the Strait of Hormuz—including diesel, gasoline, jet fuel, and naphtha—amounted to approximately
To Bend the Future, Apple May Have to Step Back in Time: Can a Foldable iPhone Survive Without These Two Major Features
Apple Inc.'s (NASDAQ:AAPL) first foldable iPhone could deliver one of its boldest design changes yet — but getting there may require the company to resurrect an old technology and sacrifice some of
Jim Chanos Challenges Jensen Huang Over Nvidia's 'Highly Rentable' AI Chips: 'Why Not Rent Them Out Yourself?'
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang said the company's computing hardware is a "durable and highly rentable" asset, prompting short seller Jim Chanos to ask why the company doesn't rent the
Citi TMT Conference: NPO Takes the Lead; Testing is the Bottleneck for CPO; Optical Interconnects are the "Next HBM"
Citi believes that NPO has replaced CPO as the preferred trading rationale in the near term, while lasers and optical fibers are being positioned as the "next HBM," with expectations of supply
Apple's Weird iPhone Curse: AAPL Stock Drops on Launch Day, Jumps the Next — Every Year for Almost 20 Years
Apple Inc.'s (NASDAQ:AAPL) shares have a strange habit around iPhone launches: they tend to slip on the day of the big reveal, only to bounce back and finish higher the very next session, a pattern
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are pointing to a mixed open early Wednesday, with tech and benchmark futures edging higher even as Brent crude surges toward $100 per barrel amid escalating U.S.-Iran military
Apple is set to launch its first foldable iPhone, the iPhone Duo, with an expected starting price of $2,000.
Apple is set to hold a new product launch event, with its first foldable smartphone, the iPhone Duo, as the centerpiece. The device is expected to have a starting price of $2,000, reaching nearly $3,000 for top-tier models, and could go on sale as early as October. It will support features such as multitasking and compatibility with the Apple Pencil.
NVIDIA is set to appear at the Goldman Sachs Communications and Technology Conference on Thursday, with markets closely monitoring these key issues.
1. NVIDIA will participate in the Goldman Sachs Communacopia + Technology Conference on September 10, where its executive team is expected to discuss corporate strategy, market demand, and financial outlook; 2. The industry is closely monitoring NVIDIA's views on the mass production of Vera Rubin, its CPU business, memory supply, and U.S. chip export control policies; 3. Market participants anticipate that NVIDIA's stock price may rise significantly in the following days.
Apple Might Be Planning to 'Surprise and Shine' at iPhone 18 Launch Event, but Crypto Bettors Are Already Betting on Foldables and More
Anticipation is building among tech enthusiasts for Apple Inc.'s (NASDAQ:AAPL) "Surprise and Shine" event scheduled for Wednesday, with prediction markets wagering on the expected announcements.What