Trump Convenes Tech Executives to Sign Power Cost Pledge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy GOOGL?
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.POWER-COST PLEDGE:President Donald Trump is convening technology executives from companies including Amazon, Meta, Microsoft, Alphabet, Oracle, OpenAI, and xAI, to sign pledges committing their companies to foot the electricity bill for energy-hungry data centers, Bloomberg's Jennifer A Dlouhy and Hadriana Lowenkron. The promises would not be binding and would lack the force of law, but administration officials believe they could bring accountability and offer assurance to consumers, according to the report, which adds that the initiative is part of Trump's push to address mounting electricity prices before the November midterm elections, with data centers encountering a growing public backlash over their use of water, land, and backup power.WARNER BID:NetflixCEO Ted Sarandos will attend meetings at the White House Thursday to discuss the company's proposal to acquire Warner Bros. Discovery, two people familiar with the matter told's Yasmin Khorram. The agenda includes Netflix's bid as well as President Donald Trump's demand that Netflix fire former Biden administration adviser and current board member Susan Rice, though it wasn't immediately clear whether Sarandos would meet with Trump, the report said.ROBOT MANUFACTURERS:The Department of Commerce is hosting American robot manufacturers for a roundtable on March 10 as it looks to bolster the domestic industry and fight off Chinese competition, J.D. Capelouto ofreports, citing an invitation from Commerce's National Telecommunications and Information Administration. Makers of both manufacturing robots and humanoids were invited, according to the website. Shares of Serve Roboticsand Richtech Roboticsmoved higher following the report.H200 CHIPS:A top U.S. export control official says Nvidiahas yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments, Bloomberg's Maggie Eastland. David Peters, assistant secretary for export enforcement at the Commerce Department, told the House Foreign Affairs Committee on Tuesday that the US was boosting efforts to crack down on smuggling of advanced semiconductors used in AI.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 311.760
Low
305.00
Averages
374.25
High
400.00
Current: 311.760
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Defense Department Scrutiny: Defense Secretary Pete Hegseth requested that Anthropic be labeled as a supply-chain risk to national security, which could limit its use among defense contractors, reflecting the government's cautious approach to AI technologies.
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- Defense Department Scrutiny: Defense Secretary Pete Hegseth requested that Anthropic be labeled as a supply-chain risk to national security, which could limit its use among defense contractors, reflecting the government's cautious approach to AI technologies.
- Intensifying Market Competition: Despite the rise in popularity of the Claude app, OpenAI's ChatGPT remains at the top, highlighting the fierce competition in the market, necessitating Anthropic to enhance its technological edge to capture more market share.
- User Growth Potential: The Claude app ranked 131st on January 30, but quickly climbed into the top 50 throughout February, suggesting a growing appeal among users that could positively impact future revenue growth.
See More
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- Cloud Business Thriving: Google Cloud saw a staggering 48% year-over-year revenue growth in Q4, reaching $17.7 billion, driven by widespread adoption of AI infrastructure, significantly boosting overall revenue and profit.
- Challenges for The Trade Desk: The Trade Desk reported Q4 revenue of $847 million, up 14% year-over-year, but actual growth was lower than expected due to irregular U.S. political ad spending, indicating a deceleration in momentum.
- Gloomy Future Outlook: The Trade Desk anticipates first-quarter revenue of at least $678 million, implying only 10% year-over-year growth, while adjusted EBITDA guidance suggests a decline in profitability, despite maintaining a debt-free balance sheet.
See More
Broadcom Stock Affected by Analyst Downgrade
- Minor Stock Decline: Broadcom's shares fell 0.2% on Monday, reflecting investor caution despite the company's leading position in the AI revolution, indicating a lack of confidence in its immediate market performance.
- Analyst Price Target Cut: RBC Capital's analyst Srini Pajjuri lowered Broadcom's price target from $370 to $340 while maintaining a 'hold' rating, signaling concerns about the company's short-term outlook despite its strong fundamentals.
- Optimistic Earnings Outlook: Despite the price target reduction, the analyst anticipates that Broadcom will report a 'beat and raise' quarter for Q1 FY2026, driven by increased demand for tensor processing units (TPUs) supplied to Google, which could bolster growth.
- Risks with Anthropic Relationship: The analyst expressed concerns regarding Broadcom's relationship with AI developer Anthropic, noting that while current supply agreements will generate revenue, demand may decline after the first half of 2027, posing risks to the company's future revenue stability.
See More
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- Substantial Revenue Increase: In 2025, Reddit's annual revenue surged by 69% to $2.2 billion, while adjusted EBITDA nearly tripled to $845 million, marking its first GAAP profitability, which reflects the success of its business model and strong market demand.
- International Expansion and AI Tools: Reddit attracted a broader range of advertisers through international expansion and newly launched AI-driven ad tools, while leveraging platforms like Google Gemini and OpenAI's ChatGPT to enhance its user base and advertising revenue.
- Future Growth Expectations: Analysts project that from 2025 to 2028, Reddit's revenue and adjusted EBITDA will grow at CAGRs of 33% and 42%, respectively, and if its valuation aligns with a 25x multiple of future EBITDA, its stock could rise over 140% in the next two years.
See More
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- Market Share Protection: Nvidia controls an estimated 92% of the data center GPU market but faces threats from competitors offering more cost-effective alternatives, prompting the launch of a new chip specifically designed for AI inference to solidify its market position amid intensifying competition.
- Technological Innovation: At the upcoming GPU Technology Conference, Nvidia is set to unveil a next-generation AI chip developed by AI startup Groq, aimed at addressing the unique needs of inference processing, thereby enhancing processing efficiency and potentially reshaping the AI competitive landscape.
- Customer Collaboration: OpenAI will be one of the first users to deploy the new chip, committing to 3GW of capacity from Nvidia, which not only lays the groundwork for Nvidia's initial foray into inference-centric chips but also showcases its competitiveness in energy efficiency.
- Optimistic Market Outlook: As the demand for inference grows, Nvidia is changing the market narrative with the release of its dedicated chip, expected to attract more developers to its products, further driving the company's stock price upward, with a current price-to-earnings ratio of 22 times indicating investment value.
See More
Five Key Principles of Innovation
- Importance of Innovation Culture: Lorraine Marchand emphasizes that successful organizations foster a culture that reframes failure as a learning opportunity, encouraging experimentation and allowing employees to freely express new ideas, thereby enhancing the organization's innovative capacity.
- Investment Strategy in Risk: She notes that successful companies often follow a 70/20/10 investment ratio, with 10% allocated to uncertain innovation projects, a strategy validated by Google's success, indicating that appropriate risk investment can significantly drive company growth.
- Customer-First Strategy: Marchand points out that many companies fail to adjust to changing customer demands, leading to market failures; therefore, investors should focus on a company's customer-oriented strategies to avoid failures similar to those of Blockbuster and Kodak.
- Collaboration and Change Management: She highlights that collaboration has become a strategic imperative for corporate success, and organizations need to prioritize team collaboration during change to achieve breakthrough growth, ensuring that departments work together towards common objectives.
See More
