{"id":74382,"date":"2026-11-09T08:38:23","date_gmt":"2026-11-09T12:38:23","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/google-challenges-nvidia-with-new-tpus-constellation-energy-posts-strong-q3-beat\/74382\/"},"modified":"2026-11-09T08:38:23","modified_gmt":"2026-11-09T12:38:23","slug":"google-challenges-nvidia-with-new-tpus-constellation-energy-posts-strong-q3-beat","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/google-challenges-nvidia-with-new-tpus-constellation-energy-posts-strong-q3-beat\/74382\/","title":{"rendered":"Google Challenges Nvidia with New TPUs; Constellation Energy Posts Strong Q3 Beat"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Google (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>)<\/strong> unveiled two new <strong>Tensor Processing Unit (TPU)<\/strong> versions, the <strong>TPU 8TX<\/strong> and <strong>TPU 8I Max<\/strong>, aimed at directly challenging <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a>\u2019s (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> dominance in the AI chip market.<\/li>\n<li><strong>Constellation Energy (<a href=\"\/stock\/CEG\">CEG<\/a>)<\/strong> reported a massive Q3 earnings beat with <strong>Adjusted EPS of $5.06<\/strong>, significantly outperforming the <strong>$3.85 estimate<\/strong>, and raised its full-year guidance.<\/li>\n<li><strong>Meta Platforms (<a href=\"\/stock\/META\">META<\/a>)<\/strong> is rolling out <strong>AI-powered age-detection technology<\/strong> globally on Instagram to automatically move suspected teenagers into restrictive &quot;Teen Accounts.&quot;<\/li>\n<li><strong>Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>)<\/strong> secured a critical regulatory filing in <strong>Shanghai<\/strong> for its <strong>Apple Intelligence<\/strong> generative AI service to be used on tablets and laptops in the Chinese market.<\/li>\n<li><strong>German Chancellor Friedrich Merz<\/strong> officially nominated <strong>Ilse Aigner<\/strong> for the presidency, positioning her to become Germany&#39;s <strong>first female head of state<\/strong>.<\/li>\n<\/ul>\n<h2>Google Intensifies AI Chip War with Nvidia<\/h2>\n<p>Google (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>) has launched two new versions of its custom AI hardware, the <strong>TPU 8TX<\/strong> and <strong>TPU 8I Max<\/strong>, designed to handle specialized high-performance AI tasks. This move is seen as a strategic escalation to reduce reliance on <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) hardware and capture more of the lucrative AI infrastructure market. <em>Market analysts noted that Google&#39;s shares rose over 2% in <a href=\"https:\/\/stockmarketwatch.com\/movers\/premarket\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Premarket Movers\">pre-market trading<\/a> following the news, while <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> saw a temporary dip.<\/em><\/p>\n<h2>Constellation Energy Surges on Nuclear Demand<\/h2>\n<p>Constellation Energy (<a href=\"\/stock\/CEG\">CEG<\/a>) delivered a standout third quarter, fueled by the integration of its <strong>Calpine acquisition<\/strong> and rising demand for carbon-free power from data centers. The company reported <strong>Adjusted Operating Income of $1,792M<\/strong> and raised its full-year Adjusted EPS guidance to a range of <strong>$12.50 to $12.80<\/strong>. <em>CEO Joe Dominguez highlighted that the company&#39;s nuclear fleet achieved a 97.2% capacity factor, underscoring its reliability for the growing digital economy.<\/em><\/p>\n<h2>Meta and Apple Navigate Global Tech Regulation<\/h2>\n<p>Meta Platforms (<a href=\"\/stock\/META\">META<\/a>) announced the global expansion of its <strong>AI age-estimation technology<\/strong> on Instagram. The system proactively identifies users who may have lied about their age and places them in <strong>Teen Accounts<\/strong>, which feature default private profiles and strict messaging limits. This rollout follows significant legal pressure and settlements with U.S. state attorneys general regarding child safety.<\/p>\n<p>Simultaneously, Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>) has cleared a major hurdle in China. The <strong>Shanghai Cyber Authority<\/strong> confirmed that <strong>Apple Intelligence<\/strong> has completed the necessary filings for use on tablets and laptops. This follows a previous approval for iPhones, as Apple prepares for a localized December launch in partnership with domestic providers like <strong>Alibaba<\/strong> and <strong>Baidu<\/strong>.<\/p>\n<h2>UK and Germany: Political Shifts and Policy Revisions<\/h2>\n<p>In the UK, Prime Minister <strong>Andy Burnham<\/strong> is reportedly considering a significant reduction in the <strong>2030 electric vehicle (EV) sales target<\/strong>. Sources suggest the mandate for new car sales to be zero-emission could be lowered from <strong>80% to 60%<\/strong> to align with current consumer demand. <em>The decision remains under review as the government balances green commitments with industrial realities.<\/em><\/p>\n<p>In Germany, Chancellor <strong>Friedrich Merz<\/strong> has confirmed the CDU&#39;s support for <strong>Ilse Aigner<\/strong> as the next German President. Aigner, a member of the CSU and current speaker of the Bavarian state parliament, is expected to succeed <strong>Frank-Walter Steinmeier<\/strong> in early 2027. Her nomination has gained broad support across the ruling coalition, making her election in January nearly certain.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Google (GOOGL) unveiled two new Tensor Processing Unit (TPU) versions, the TPU 8TX and TPU 8I Max, aimed [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[5012],"tags":[6114,225,13979,633,1648,1807,3703,3741,3768,5072,5282],"class_list":["post-74382","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-breaking-news","tag-tech-regulation","tag-aapl","tag-tpu","tag-nvda","tag-ceg","tag-earnings","tag-ai","tag-meta","tag-googl","tag-germany","tag-ev"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/74382","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=74382"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/74382\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50383"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=74382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=74382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=74382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}