Alphabet Class A

• Walmart teams up with Google's Gemini to make it easier for shoppers to find and buy products - The retail giant also has a similar deal with OpenAI's ChatGPT and has its own AI-powered chatbot, Sparky.
• How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
• Behind Anthropic's stunning growth is a sibling team that may hold the key to generative AI - Daniela Amodei has helped build Anthropic into a serious AI player by betting on safety and enterprise adoption.
• AI memory is sold out, causing an unprecedented surge in prices - Three primary memory vendors — Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
• Meta signs nuclear energy deals to power Prometheus AI supercluster - Meta said it secured agreements with energy companies Vistra, TerraPower and Oklo, which are all working on nuclear power technologies.
• Microsoft revealed as company behind controversial data center proposal in Michigan township - Locals have concerns about water use in a township that has dealt with shortages.
• Asia-Pacific markets open mixed as Trump rattles defense firms and oil prices slide - Overnight, the S&P 500 and the Down Jones Industrial Average snapped a three-day winning streak.
• Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand - Meta CEO Mark Zuckerberg unveiled the $799 smart glasses in September.
• Nvidia plans to test a robotaxi service in 2027 in self-driving push - Nvidia CEO Jensen Huang has said that robotics — including self-driving cars — is the company's second most important growth category after AI.
• Democratic mayor of Silicon Valley's largest city opposes billionaire tax - Matt Mahan, the Democratic mayor of San Jose, California, came out against a proposed ballot measure that would impose a tax on billionaires in the state.