Google has agreed to its largest carbon-removal deal to back Terradot's Brazil project, which aims to reduce methane emissions from rice farming and capture CO2 from the atmosphere, according to executives cited by Reuters. The deal signals Google’s continued push into climate-tech investments and potential carbon-credit upside, though no financial terms were disclosed, leaving near-term fundamentals unclear but sentiment positive for ESG leadership.
Infrastructure Capital’s Jay Hatfield spotlights Marvell (MRVL) as a core tech/defense play, anchored by a major partnership with Alphabet (GOOG/GOOGL) that could unlock roughly $120 billion in revenue against MRVL’s $12 billion base. He sets a $300 price target, implying about 35% upside. The discussion also covers LMT, KKR, and ORCL amid a cautious macro backdrop and rate-hike expectations.
Waymo has begun public robotaxi service in Las Vegas following Nevada regulatory approval, operating dozens of Ojai minivans in a defined Strip area. The rollout highlights ongoing autonomous-mobility expansion by Alphabet, with permits allowing up to 1,000 Waymo AVs in Clark County and potentially 8,000 county-wide in 12 months. While the strategic push supports Alphabet’s long-run autonomy moat, near-term stock impact remains modest as execution and commercialization timelines unfold.
Google’s 1 million methane-reduction carbon credits purchase from Mitti Labs marks a milestone in corporate climate strategy. The four-year deal covers about 100,000 hectares in three Indian states and targets a 50% reduction in methane and 40% in irrigation water use, aiding Google’s net-zero 2030 target while expanding a scalable revenue opportunity.
Google's AI leadership reshuffle places Sergey Brin at the center of Gemini, aiming to accelerate progress amid DeepMind tensions and top-talent exits. The microkitchen hub signals startup-like speed to decision-making as Kavukcuoglu tightens control; with competition stiff from OpenAI, Gemini's next milestone—Gemini 4—becomes a critical catalyst.
Google is reportedly planning up to six data centers near the Duane Arnold Energy Center in Iowa, coordinated with a $1.9 billion DOE loan to refurbish the plant for a 2029 restart. This underscores renewed government support for nuclear as a reliable, low-carbon power source for AI infrastructure, potentially improving GOOG's energy cost and reliability in key regions.
