Feb 24 (Reuters) - Alphabet's Google doubled down on efforts to secure power supply for its data centers across the country by entering into ‌separate agreements with U.S. utilities, AES Corp and Xcel Energy, on Tuesday. Big ‌Tech firms have been scouring for new, reliable and cleaner energy sources to power their rapidly expanding ​data centers, which have been driven by increasing use of artificial-intelligence applications. To meet the surging demand, utilities have been investing heavily to upgrade ...

Whether due to his outspokenness on a range of topics on the social media platform X or the strong returns from his company, Pershing Square Holdings, much of the market is always curious about what stocks billionaire investor Bill Ackman is buying and selling. It's arguably more intriguing because Pershing Square Capital Management, the investment manager of Pershing, holds only 10 to 12 stocks at any one time. In recent years, like many other investors, Ackman and his team have gotten more interested i ...

Alphabet Inc.’s Waymo will start offering commercial robotaxi service in the three biggest cities in Texas, pushing ahead with its aggressive expansion plan after a recent setback in New York.The rollout of rides with no safety driver will begin Tuesday in Houston, Dallas and San Antonio, Waymo said in a statement. Operations will be initially be limited to zones of between 25 and 60 square miles (65 to 155 square kilometers), depending on the city. The debut advances Waymo’s goal of starting service this y ...

Summary of Key Points Core Insights - The 13F reports for Q4 2025 from renowned investors Duan Yongping and Li Lu reveal their latest investment strategies amid the rapid transformation of the AI industry and volatility in Chinese concept stocks. Duan has opted for an "aggressive transformation," while Li appears to favor "structural adjustments," using Google as a comprehensive investment in various tech sectors [45][46]. Duan Yongping's Investment Strategy - Duan Yongping's H&H International Investment has a total market value of approximately $17.489 billion, equivalent to over 120.4 billion RMB, with a concentrated portfolio where the top five holdings account for 89% of the total [43][52]. - Apple remains the largest holding, despite a slight reduction of about 247 million shares (7.1%), still constituting 50.3% of the portfolio, valued at approximately $8.8 billion [12][54]. - Significant new investments include a large increase in Nvidia shares by 6.64 million, a 1110% increase, making it the third-largest holding at 7.72% of the portfolio [2][16]. - Duan has also increased positions in Berkshire Hathaway and Pinduoduo, reflecting confidence in their business models, while reducing exposure to Alibaba and Occidental Petroleum [14][70]. Li Lu's Investment Strategy - Li Lu's Himalaya Capital Management has a total market value of approximately $3.57 billion, equivalent to 246 billion RMB, with a highly concentrated portfolio of only nine stocks [44][75]. - The primary holding remains Alphabet (Google), with combined shares of GOOGL and GOOG accounting for over 43% of the total portfolio [5][75]. - A notable new addition is Crocs, with 628,000 shares acquired, representing 1.51% of the portfolio, aligning with Li's focus on brands with strong market presence and cash flow [34][75]. - Li continues to hold significant positions in traditional financial stocks, including Bank of America and East West Bank, reflecting a value investment approach focused on stable cash flows [35][40]. Comparative Analysis - Both investors demonstrate adaptability to emerging industries, with Duan taking a more aggressive stance towards AI and technology, while Li maintains a conservative approach with a focus on established companies [45][46]. - Duan's strategy indicates a shift towards AI-driven investments, while Li's portfolio remains heavily weighted towards traditional sectors, showcasing differing philosophies in navigating market changes [39][40].

Alphabet Inc. (GOOGL) is a multinational technology conglomerate. Headquartered in Mountain View, California, Alphabet serves as the parent company of Google and several other businesses in areas like cloud computing, autonomous vehicles, life sciences, and venture capital. Alphabet’s market cap stands at around $3.8 trillion, making it one of the most valuable companies in the world. Companies valued above $200 billion are typically classified as “mega-cap stocks,” and GOOGL easily falls into that categ ...

Large-Cap Institutional Ownership 4Q25: NVDA Still the Most Under-Owned Mega- Cap Tech Stock Mega-cap tech stocks are the most under-owned in 17 years, w/ the gap vs. S&P widening to -155bps exiting 4Q25 vs. -148bps exiting 3Q25. The rest of large-cap tech is modestly over-owned at +32bps. NVDA remains the most under-owned large-cap tech stock, followed by AAPL, MSFT, AMZN and AVGO. Mega-cap Tech stocks are more under-owned vs. the S&P 500 exiting 4Q25 than at any point in the last 17 years; NVDA remains th ...

徐强 国泰海通分析师: 好的，各位投资者大家下午好，欢迎参加我们国泰海通电新团队春节不打烊的系列电话会 议。我是国泰海通的环保电新首席徐翔，今天我和我们孙潇浩孙老师一起给各位领导做去 做一些 AIDC 方面的汇报。明天就是这个第一个交易日了，那在此，我们国泰海通电新团 队祝大家开市大吉，业绩长虹。这个假期期间，我们围绕了 AIDC、太空算力、太阳翼、 锂电供应链，然后开展了一系列的这个电话会议和专家的这个交流。那这今天下午的电话 会议主要是汇报 A I D C 硬件端的这些投资机会。 然后同时，今天晚上我们还安排了这个卫星载荷的专家，然后来交流一下太空算力以及太 阳翼的这一方面的一个，这个投资内容。今晚 8 点，也欢迎大家这个就是按时接入。首先 我们一直从这个去年开始吧，去去年，24 年底，前年开始，就一直在推荐 AIGC 的这些投 资机会。市场，其实对于 IPC 的这些投资的持续性，持，一直是存，一直在质疑当中，这 个不断的这个提升预期的。那包括像现在。大家对于这个北美地区，像 Oracle 他们的一 个投资的持续性，以及北美这些算力是否存在泡沫，一直有比较大的一个争议。 但是，近期我们在在使用，包括像 O ...

美国知名能源公司AES(AES.US)与科技巨头谷歌(GOOGL.US)正式签署了一项为期20年的电力供应协 议，旨在为谷歌在德克萨斯州威尔巴格县(Wilbarger County)新建的超大规模数据中心提供长期稳定的能 源支持。 此外，双方还强调，通过增加新的清洁发电产能，该合作不仅能满足科技巨头的用能需求，还能在保护 当地能源可负担性方面发挥作用，最大限度减少对德州居民电费支出带来的潜在负面影响。 市场对这一消息反应积极，AES股价在协议宣布当日盘前交易中应声上涨逾2%。 此次合作正值人工智能技术对算力需求爆发式增长的背景下，谷歌正通过该项目确保其在德州新兴AI 园区的能源安全。谷歌方面表示，在威尔巴格县新建的数据中心将与其现有的Midlothian和Red Oak园区 共同构成强大的算力矩阵，有力支撑全球云服务及AI业务的扩展。 根据双方公布的合作细节，该项目将采取创新的"同址发电"模式。AES计划在谷歌数据中心附近直接建 设并运营专门的发电设施，这种模式能够显著降低对当地公共电网的依赖与压力，提高能源传输效率。 除了长达20年的电力购买协议外，AES还将承担该园区的全面能源管理职责，包括土地获取、电网 ...

AES 公司周二宣布，已与谷歌签署一份20 年协议，为这家美国科技巨头计划在得克萨斯州威尔巴格县 新建的数据中心供电。 AES 表示，还签署了与新数据中心配套建设的发电项目协议，支持谷歌扩大运营，以满足其核心服务 需求。 这家公用事业公司的股票在盘前交易中上涨1.2%。 AES 公司周二宣布，已与谷歌签署一份20 年协议，为这家美国科技巨头计划在得克萨斯州威尔巴格县 新建的数据中心供电。 AES 表示，还签署了与新数据中心配套建设的发电项目协议，支持谷歌扩大运营，以满足其核心服务 需求。 这家公用事业公司的股票在盘前交易中上涨1.2%。 随着人工智能热潮引发电力需求激增，美国公用事业公司正争相与数据中心运营商签署供电协议。不 过，这一需求也引发了用户电费上涨的担忧。 谷歌数据中心能源全球主管阿曼达・彼得森・科里奥表示，该协议将为数据中心带来新增清洁发电项 目，减轻当地电网压力，并有助于控制能源成本。 截至目前，AES 已与数据中心客户签署了近12 吉瓦的能源相关协议，其中9 吉瓦为与超大型云服务商 直接签订的购电协议。 随着人工智能热潮引发电力需求激增，美国公用事业公司正争相与数据中心运营商签署供电协议。不 ...

美国电力能源公司（AES）与谷歌数据中心签署供电协议后，盘前股价上涨2.5%。 来源：滚动播报 ...