Google opened at an all-time high

It’s a good day to be an AI stock. It’s an especially good day to be Google, which opened at a record high this morning of $304.39.

The stock is soaring on Nvidia’s stellar earnings report yesterday, which is helping quiet talk of an AI bubble that recently contributed to a sell-off in tech stocks. On top of that, Google released its latest AI model, Gemini 3, this week to strong reception from AI leaderboards, analysts, and consumers.

And even if we are in an AI bubble, Sundar Pichai, CEO of Google and its parent company, Alphabet, says the search giant will come out on top.

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Salesforce beats on earnings but posts light full-year guidance

The SaaS company posted results for the fourth quarter and full 2026 fiscal year on Wednesday.

Rani Molla20h

Amazon, Google, Meta, Microsoft, Oracle will agree to “build, bring, or buy” AI data center power

A month after President Trump called on Big Tech companies to “pay their own way” for data center energy — and a day after Trump pledged as much in his State of the Union address — a number of tech’s biggest companies are planning to make it official, according to a report from Fox News.

Alphabet, Amazon, Meta, Microsoft, and Oracle, in addition to OpenAI and xAI, plan to sign agreements at a March 4 White House event committing to supply their own electricity for new AI data centers.

“Under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans’ electricity bills will not increase as demand grows,” White House spokeswoman Taylor Rogers told Fox.

Already, Amazon, Microsoft, and Meta have committed to as much in recent data center announcements.

Scoop: Trump brings Big Tech to White House to curb power costs amid AI boom

Already, Amazon, Microsoft, and Meta have committed to as much in recent data center announcements.

Jon Keegan

21h

Anthropic doesn’t want Claude controlling autonomous weapons. The Pentagon may not give them a choice.

A looming Friday deadline to get onboard with the Pentagon’s demands could lead to an unraveling of years of the company’s work with the government.

Rani Molla

22h

Waymo announces Chicago and Charlotte expansion as driverless rollout accelerates

The company is currently operating in 10 US cities.

The Streets of San Francisco, the Waymo way

Rani Molla2/25/26

Uber to roll out robotaxis with Wayve in 10 markets

Uber also has its sights set on 10 robotaxi markets — a milestone that Alphabet subsidiary Waymo reached yesterday.

As part of its latest $1.5 billion funding round, autonomous tech startup Wayve announced that it will be helping to power robotaxis on Uber’s network, with its first launch in London this year. That’s followed by “plans to scale to more than 10 markets globally.”

The companies didn’t specify the vehicle model, but said Wayve’s AI Driver will be deployed in L4-capable vehicles from participating automakers. Uber will own and operate the fleet.

Microsoft, Nvidia, Mercedes-Benz, Nissan, and Stellantis were also part of the fundraise.

Separately, an Uber filing Tuesday showed that newly appointed CFO Balaji Krishnamurthy purchased $1.6 million in company stock.

Uber shares are up about 1% premarket.

Wayve secures $1.5B to deploy its global autonomy platform

The companies didn’t specify the vehicle model, but said Wayve’s AI Driver will be deployed in L4-capable vehicles from participating automakers. Uber will own and operate the fleet.

Microsoft, Nvidia, Mercedes-Benz, Nissan, and Stellantis were also part of the fundraise.

Separately, an Uber filing Tuesday showed that newly appointed CFO Balaji Krishnamurthy purchased $1.6 million in company stock.

Uber shares are up about 1% premarket.

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